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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
HA
1226
HFG Advisors
Ohio
$253K
MWC
1227
MBM Wealth Consultants
Missouri
$252K
PIA
1228
Perennial Investment Advisors
California
$251K
DIP
1229
DT Investment Partners
Pennsylvania
$250K
AA
1230
Addison Advisors
Vermont
$250K
KWA
1231
Kellett Wealth Advisors
Ohio
$250K
BAM
1232
Belpointe Asset Management
Nevada
$249K
RWP
1233
Ridgecrest Wealth Partners
California
$249K
PTC
1234
Petrus Trust Company
Texas
$249K
MAM
1235
Marotta Asset Management
Virginia
$249K
SIC
1236
Shoker Investment Counsel
Ohio
$248K
VFPW
1237
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K
TPA
1238
Trivium Point Advisory
Connecticut
$245K
AWM
1239
Accurate Wealth Management
Florida
$245K
AC
1240
Addison Capital
Pennsylvania
$244K
CAM
1241
Cozad Asset Management
Illinois
$244K
WCM
1242
Washington Capital Management
Washington
$243K
FCM
1243
Fire Capital Management
California
$243K
FPCP
1244
Fort Point Capital Partners
California
$243K
PWMG
1245
Prestige Wealth Management Group
New Jersey
$242K
BFS
1246
Bradley Foster & Sargent
Connecticut
$242K
FA
1247
Fountainhead AM
New Jersey
$242K
CFO
1248
CVA Family Office
Colorado
$242K
PWM
1249
Pines Wealth Management
North Carolina
$241K
ITIM
1250
Indiana Trust & Investment Management
Indiana
$241K