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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
CCMG
1176
Clark Capital Management Group
Pennsylvania
$288K +$5.63K +14 +2%
HA
1177
Herold Advisors
New York
$288K
LWM
1178
Lakeridge Wealth Management
Ohio
$286K +$2.41K +6 +0.8%
C
1179
Certuity
Florida
$286K +$11.3K +28 +4%
ECAM
1180
East Coast Asset Management
Massachusetts
$284K -$3.62K -9 -1%
IWM
1181
IHT Wealth Management
Illinois
$284K +$4.02K +10 +1%
CIC
1182
Crawford Investment Counsel
Georgia
$284K +$293K +729 New
NFG
1183
Nations Financial Group
Iowa
$282K -$12.1K -30 -4%
AC
1184
ASB Consultores
Florida
$281K +$79.6K +198 +38%
FCB
1185
First County Bank
Connecticut
$280K -$26.9K -67 -9%
WA
1186
Waddell & Associates
Tennessee
$280K -$28.2K -70 -9%
LFG
1187
Larson Financial Group
Missouri
$279K +$53.5K +133 +23%
WC
1188
Waterloo Capital
Texas
$279K -$94.1K -234 -25%
PCP
1189
Proficio Capital Partners
Massachusetts
$279K +$8.45K +21 +3%
BP
1190
BNP Paribas
France
$278K +$165K +411 +135%
Kayne Anderson Rudnick Investment Management
1191
Kayne Anderson Rudnick Investment Management
California
$278K +$3.62K +9 +1%
LSA
1192
Leonteq Securities AG
Switzerland
$277K +$12.5K +31 +5%
HSA
1193
HBK Sorce Advisory
Pennsylvania
$277K +$6.84K +17 +2%
AIM
1194
Advyzon Investment Management
Illinois
$276K +$31.8K +79 +13%
KFI
1195
Key Financial Inc
Pennsylvania
$276K -$2.01K -5 -0.7%
BMCM
1196
Bryn Mawr Capital Management
Pennsylvania
$275K -$255K -633 -47%
SFG
1197
SevenBridge Financial Group
Pennsylvania
$274K -$57.5K -143 -13%
SA
1198
Strategic Advisors
New York
$274K -$17.7K -44 -6%
SFP
1199
SwitchPoint Financial Planning
Utah
$274K +$3.62K +9 +1%
PFBT
1200
Parkside Financial Bank & Trust
Missouri
$273K +$103K +255 +57%

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.