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Elevance Health

1,590 hedge funds and large institutions have $79.7B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 598 increasing their positions, 607 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $706M | Put options by funds: $495M

0.96% more ownership

Funds ownership: 89.82%90.78% (+0.96%)

1% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 607

4% less funds holding

Funds holding: 1,6611,590 (-71)

10% less capital invested

Capital invested by funds: $88.7B → $79.7B (-$9.07B)

24% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 188

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,590
Holders Change
-71
Holders Change %
-4.27%
% of All Funds
20.93%
Holding in Top 10
32
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25.58%
% of All Funds
0.42%
New
142
Increased
598
Reduced
607
Closed
188
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1151
Capital Investment Advisors
Georgia
$302K -$18.5K -46 -6%
PFA
1152
Pettinga Financial Advisors
Indiana
$301K +$402 +1 +0.1%
DA
1153
Dover Advisors
Virginia
$301K -$804 -2 -0.3%
IA
1154
IFP Advisors
Florida
$300K +$18.1K +45 +7%
FAN
1155
Financial Advisors Network
California
$299K
AC
1156
AlphaCore Capital
California
$299K +$70K +174 +29%
LJAC
1157
L.J. Altfest & Co
New York
$298K -$3.62K -9 -1%
RT
1158
Rockland Trust
Massachusetts
$298K -$42.6K -106 -12%
TNA
1159
True North Advisors
Texas
$298K -$1.19M -2,947 -79%
KFS
1160
Keynote Financial Services
Connecticut
$298K -$8.04K -20 -3%
CFD
1161
Creative Financial Designs
Indiana
$297K -$11.3K -28 -4%
CH
1162
Cromwell Holdings
Wyoming
$296K +$54.3K +135 +22%
HFM
1163
Hartford Funds Management
Pennsylvania
$295K -$27.4K -68 -8%
AFG
1164
Atomi Financial Group
New York
$294K -$170K -422 -36%
DIA
1165
Dean Investment Associates
Ohio
$294K +$50.3K +125 +20%
LAM
1166
Lountzis Asset Management
Pennsylvania
$294K
PFT
1167
Providence First Trust
Arizona
$293K
FWA
1168
FSM Wealth Advisors
Ohio
$292K +$58.3K +145 +21%
PAS
1169
PKS Advisory Services
New York
$292K -$61.9K -154 -17%
CCI
1170
Credit Capital Investments
New Jersey
$292K +$302K +750 New
LCGC
1171
Legacy Capital Group California
California
$291K -$1.21K -3 -0.4%
PPWP
1172
Premier Path Wealth Partners
New Jersey
$291K -$51.5K -128 -15%
MC
1173
Moors & Cabot
Massachusetts
$290K +$19.7K +49 +7%
FC
1174
Forte Capital
New York
$290K +$24.1K +60 +9%
MWA
1175
Medallion Wealth Advisors
Connecticut
$289K +$43.8K +109 +17%

ELV Hedge Fund Activity: Q2 2025 in Review

1,590 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2025, worth a combined $79.7B — down 10% from $88.7B a quarter earlier.

Sellers outnumbered buyers: 188 funds closed out of ELV and 142 opened new positions — a net loss of 46 holders — while 607 trimmed existing stakes and 598 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $589M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $563M sold.

  • 1,590 institutional investors held Elevance Health (ELV) as of Q2 2025, down from 1,661 in Q1 2025.
  • Funds reported $79.7B of Elevance Health stock for Q2 2025, down 10% quarter-over-quarter.
  • 142 funds opened new Elevance Health positions in Q2 2025 and 188 closed out, a net change of -46 holders.
  • The largest Elevance Health buyer in Q2 2025 was GQG Partners, an estimated $589M added.
  • The largest Elevance Health seller in Q2 2025 was EdgePoint Investment Group, an estimated $563M sold.

Based on aggregated 13F filings for Q2 2025.