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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
KA
1251
Kovack Advisors
Florida
$240K
FB
1252
First Bancorp
Maine
$240K
EH
1253
Equitable Holdings
New York
$240K
PCM
1254
Polymer Capital Management
New York
$240K
EW
1255
Evoke Wealth
California
$240K
TFA
1256
Transamerica Financial Advisors
Florida
$239K
AFT
1257
Alpha Family Trust
California
$239K
OL
1258
OneFund LLC
Florida
$237K
TIA
1259
Trust Investment Advisors
Indiana
$237K
EW
1260
Elyxium Wealth
California
$237K
FHA
1261
Flagship Harbor Advisors
Massachusetts
$236K
CWP
1262
Concord Wealth Partners
Virginia
$235K
CAMV
1263
Concord Asset Management (Virginia)
Virginia
$235K
ZBNA
1264
Zions Bancorporation, National Association
Utah
$235K
CPC
1265
Consolidated Planning Corp
Georgia
$235K
CPA
1266
Court Place Advisors
Maryland
$234K
PCA
1267
Pallas Capital Advisors
Massachusetts
$234K
MPM
1268
MBB Public Markets
Illinois
$233K
CG
1269
Curat Global
New Hampshire
$233K
PC
1270
Pecaut & Co
Iowa
$233K
GCIA
1271
Gabelli & Co Investment Advisers
New York
$233K
AWA
1272
Arete Wealth Advisors
Illinois
$233K
DC
1273
Diametric Capital
Massachusetts
$233K
EWM
1274
Evercore Wealth Management
New York
$232K
AF
1275
Apollon Financial
South Carolina
$230K