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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
SIM
1201
Sentry Investment Management
Wisconsin
$273K
CM
1202
Capital Management
Virginia
$272K
MHC
1203
Meyer Handelman Company
New York
$272K
GITFIT
1204
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$272K +$40.2K +100 +17%
APA
1205
Astoria Portfolio Advisors
New York
$272K +$19.3K +48 +5%
RW
1206
RVW Wealth
California
$270K
AWE
1207
Avidian Wealth Enterprises
Texas
$270K +$39.4K +98 +16%
RWM
1208
Riverbend Wealth Management
South Carolina
$269K +$92.1K +229 +50%
AF
1209
Aldebaran Financial
$266K +$402 +1 +0.1%
WPP
1210
Whalerock Point Partners
Rhode Island
$265K
RSF
1211
Rik Saylor Financial
Ohio
$264K +$28.2K +70 +11%
SI
1212
Seeds Investor
New York
$264K -$108K -269 -28%
PNC
1213
Park National Corp
Ohio
$264K
JCM
1214
Jacobsen Capital Management
Utah
$264K +$273K +678 New
PFA
1215
Pathway Financial Advisers
Indiana
$263K
SIC
1216
SJS Investment Consulting
Ohio
$263K -$16.5K -41 -6%
HG
1217
Harbor Group
New Hampshire
$262K -$47.5K -118 -15%
RWM
1218
Revisor Wealth Management
Ohio
$261K +$304K +755 New
FNT
1219
First National Trust
Pennsylvania
$261K -$14.9K -37 -5%
CPIG
1220
Chicago Partners Investment Group
Illinois
$260K +$100K +249 +40%
GIA
1221
Gladstone Institutional Advisory
Florida
$260K +$36.6K +91 +16%
CCFM
1222
Clear Creek Financial Management
Washington
$260K -$266K -661 -50%
MSE
1223
MUFG Securities EMEA
United Kingdom
$260K +$269K +668 New
MAM
1224
McLean Asset Management
Virginia
$259K -$281K -699 -49%
3IP
1225
3Chopt Investment Partners
Virginia
$259K -$26.9K -67 -9%

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.