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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
FPCP
1251
Fort Point Capital Partners
California
$243K -$46.7K -116 -16%
PWMG
1252
Prestige Wealth Management Group
New Jersey
$242K +$15.7K +39 +7%
BFS
1253
Bradley Foster & Sargent
Connecticut
$242K +$35K +87 +16%
FA
1254
Fountainhead AM
New Jersey
$242K +$250K +621 New
CFO
1255
CVA Family Office
Colorado
$242K +$23.7K +59 +10%
PWM
1256
Pines Wealth Management
North Carolina
$241K +$63.6K +158 +29%
ITIM
1257
Indiana Trust & Investment Management
Indiana
$241K
KA
1258
Kovack Advisors
Florida
$240K -$1.61K -4 -0.6%
FB
1259
First Bancorp
Maine
$240K
EH
1260
Equitable Holdings
New York
$240K +$249K +618 New
PCM
1261
Polymer Capital Management
New York
$240K +$249K +618 New
EW
1262
Evoke Wealth
California
$240K -$65.6K -163 -21%
TFA
1263
Transamerica Financial Advisors
Florida
$239K +$75.6K +188 +44%
AFT
1264
Alpha Family Trust
California
$239K +$247K +615 New
OL
1265
OneFund LLC
Florida
$237K -$1.21K -3 -0.5%
TIA
1266
Trust Investment Advisors
Indiana
$237K
EW
1267
Elyxium Wealth
California
$237K +$245K +609 New
FHA
1268
Flagship Harbor Advisors
Massachusetts
$236K -$43K -107 -15%
CWP
1269
Concord Wealth Partners
Virginia
$235K +$80K +199 +49%
CAMV
1270
Concord Asset Management (Virginia)
Virginia
$235K +$243K +604 New
ZBNA
1271
Zions Bancorporation, National Association
Utah
$235K +$122K +303 +101%
CPC
1272
Consolidated Planning Corp
Georgia
$235K +$243K +604 New
PAS
1273
Parsonex Advisory Services
Colorado
$235K +$243K +603 New
CPA
1274
Court Place Advisors
Maryland
$234K -$6.44K -16 -3%
PCA
1275
Pallas Capital Advisors
Massachusetts
$234K -$1.2M -2,988 -83%

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.