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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
MWM
1226
Maripau Wealth Management
Indiana
$258K +$46.7K +116 +21%
JFG
1227
Jefferies Financial Group
New York
$256K -$1.86M -4,620 -88%
SF
1228
Symphony Financial
Texas
$256K +$1.06M +2,631 New
AF
1229
Advisornet Financial
Minnesota
$255K -$402 -1 -0.2%
SHA
1230
Seneca House Advisors
Virginia
$254K -$106K -264 -29%
CI
1231
Cherokee Insurance
Michigan
$253K
GWCM
1232
Godshalk Welsh Capital Management
Pennsylvania
$253K
HA
1233
HFG Advisors
Ohio
$253K +$804 +2 +0.3%
MWC
1234
MBM Wealth Consultants
Missouri
$252K
PIA
1235
Perennial Investment Advisors
California
$251K +$71.2K +177 +38%
DIP
1236
DT Investment Partners
Pennsylvania
$250K
AA
1237
Addison Advisors
Vermont
$250K -$9.25K -23 -3%
KWA
1238
Kellett Wealth Advisors
Ohio
$250K
BAM
1239
Belpointe Asset Management
Nevada
$249K -$24.5K -61 -9%
RWP
1240
Ridgecrest Wealth Partners
California
$249K
PTC
1241
Petrus Trust Company
Texas
$249K -$139K -346 -35%
MAM
1242
Marotta Asset Management
Virginia
$249K -$402 -1 -0.2%
SIC
1243
Shoker Investment Counsel
Ohio
$248K
VFPW
1244
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K +$1.21K +3 +0.5%
TPA
1245
Trivium Point Advisory
Connecticut
$245K +$29K +72 +13%
AWM
1246
Accurate Wealth Management
Florida
$245K +$13.3K +33 +5%
AC
1247
Addison Capital
Pennsylvania
$244K
CAM
1248
Cozad Asset Management
Illinois
$244K -$19.3K -48 -7%
FCM
1249
Fire Capital Management
California
$243K
WCM
1250
Washington Capital Management
Washington
$243K

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.