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Elevance Health

1,562 hedge funds and large institutions have $79.2B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 599 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-74
Holders Change %
-4.52%
% 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
0.43%
New
142
Increased
590
Reduced
599
Closed
181
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SIC
1201
SJS Investment Consulting
Ohio
$263K -$15.9K -41 -6%
HG
1202
Harbor Group
New Hampshire
$262K -$45.9K -118 -15%
RWM
1203
Revisor Wealth Management
Ohio
$261K +$261K +755 New
FNT
1204
First National Trust
Pennsylvania
$261K -$14.4K -37 -5%
CPIG
1205
Chicago Partners Investment Group
Illinois
$260K +$73.9K +249 +40%
GIA
1206
Gladstone Institutional Advisory
Florida
$260K +$35.4K +91 +16%
CCFM
1207
Clear Creek Financial Management
Washington
$260K -$257K -661 -50%
MSE
1208
MUFG Securities EMEA
United Kingdom
$260K +$260K +668 New
MAM
1209
McLean Asset Management
Virginia
$259K -$245K -699 -49%
3IP
1210
3Chopt Investment Partners
Virginia
$259K -$26.1K -67 -9%
MWM
1211
Maripau Wealth Management
Indiana
$258K +$45.1K +116 +21%
JFG
1212
Jefferies Financial Group
New York
$256K -$1.8M -4,620 -88%
SF
1213
Symphony Financial
Texas
$256K +$256K +2,631 New
AF
1214
Advisornet Financial
Minnesota
$255K -$389 -1 -0.2%
SHA
1215
Seneca House Advisors
Virginia
$254K -$103K -264 -29%
CI
1216
Cherokee Insurance
Michigan
$253K
GWCM
1217
Godshalk Welsh Capital Management
Pennsylvania
$253K
HA
1218
HFG Advisors
Ohio
$253K +$778 +2 +0.3%
MWC
1219
MBM Wealth Consultants
Missouri
$252K
PIA
1220
Perennial Investment Advisors
California
$251K +$68.9K +177 +38%
DIP
1221
DT Investment Partners
Pennsylvania
$250K
AA
1222
Addison Advisors
Vermont
$250K -$8.95K -23 -3%
KWA
1223
Kellett Wealth Advisors
Ohio
$250K
BAM
1224
Belpointe Asset Management
Nevada
$249K -$23.7K -61 -9%
RWP
1225
Ridgecrest Wealth Partners
California
$249K