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Elevance Health

1,570 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, 603 reducing their positions, and 183 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: $87.1B → $79.2B (-$7.81B)

22% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 183

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,570
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
DIP
1226
DT Investment Partners
Pennsylvania
$250K
AA
1227
Addison Advisors
Vermont
$250K
KWA
1228
Kellett Wealth Advisors
Ohio
$250K
BAM
1229
Belpointe Asset Management
Nevada
$249K
RWP
1230
Ridgecrest Wealth Partners
California
$249K
PTC
1231
Petrus Trust Company
Texas
$249K
MAM
1232
Marotta Asset Management
Virginia
$249K
SIC
1233
Shoker Investment Counsel
Ohio
$248K
VFPW
1234
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K
TPA
1235
Trivium Point Advisory
Connecticut
$245K
AWM
1236
Accurate Wealth Management
Florida
$245K
AC
1237
Addison Capital
Pennsylvania
$244K
CAM
1238
Cozad Asset Management
Illinois
$244K
WCM
1239
Washington Capital Management
Washington
$243K
FCM
1240
Fire Capital Management
California
$243K
FPCP
1241
Fort Point Capital Partners
California
$243K
PWMG
1242
Prestige Wealth Management Group
New Jersey
$242K
BFS
1243
Bradley Foster & Sargent
Connecticut
$242K
FA
1244
Fountainhead AM
New Jersey
$242K
CFO
1245
CVA Family Office
Colorado
$242K
PWM
1246
Pines Wealth Management
North Carolina
$241K
ITIM
1247
Indiana Trust & Investment Management
Indiana
$241K
KA
1248
Kovack Advisors
Florida
$240K
FB
1249
First Bancorp
Maine
$240K
PCM
1250
Polymer Capital Management
New York
$240K