ELV icon

Elevance Health

1,575 hedge funds and large institutions have $79.5B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 605 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $87.3B → $79.5B (-$7.81B)

25% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 187

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$706M
Puts
$495M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1201
Riverbend Wealth Management
South Carolina
$269K
AF
1202
Aldebaran Financial
$266K
WPP
1203
Whalerock Point Partners
Rhode Island
$265K
RSF
1204
Rik Saylor Financial
Ohio
$264K
SI
1205
Seeds Investor
New York
$264K
PNC
1206
Park National Corp
Ohio
$264K
JCM
1207
Jacobsen Capital Management
Utah
$264K
PFA
1208
Pathway Financial Advisers
Indiana
$263K
SIC
1209
SJS Investment Consulting
Ohio
$263K
HG
1210
Harbor Group
New Hampshire
$262K
RWM
1211
Revisor Wealth Management
Ohio
$261K
FNT
1212
First National Trust
Pennsylvania
$261K
CPIG
1213
Chicago Partners Investment Group
Illinois
$260K
GIA
1214
Gladstone Institutional Advisory
Florida
$260K
CCFM
1215
Clear Creek Financial Management
Washington
$260K
MSE
1216
MUFG Securities EMEA
United Kingdom
$260K
MAM
1217
McLean Asset Management
Virginia
$259K
3IP
1218
3Chopt Investment Partners
Virginia
$259K
MWM
1219
Maripau Wealth Management
Indiana
$258K
JFG
1220
Jefferies Financial Group
New York
$256K
SF
1221
Symphony Financial
Texas
$256K
AF
1222
Advisornet Financial
Minnesota
$255K
SHA
1223
Seneca House Advisors
Virginia
$254K
CI
1224
Cherokee Insurance
Michigan
$253K
GWCM
1225
Godshalk Welsh Capital Management
Pennsylvania
$253K