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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
EH
1251
Equitable Holdings
New York
$240K
EW
1252
Evoke Wealth
California
$240K
TFA
1253
Transamerica Financial Advisors
Florida
$239K
AFT
1254
Alpha Family Trust
California
$239K
OL
1255
OneFund LLC
Florida
$237K
TIA
1256
Trust Investment Advisors
Indiana
$237K
EW
1257
Elyxium Wealth
California
$237K
FHA
1258
Flagship Harbor Advisors
Massachusetts
$236K
CWP
1259
Concord Wealth Partners
Virginia
$235K
CAMV
1260
Concord Asset Management (Virginia)
Virginia
$235K
ZBNA
1261
Zions Bancorporation, National Association
Utah
$235K
CPC
1262
Consolidated Planning Corp
Georgia
$235K
CPA
1263
Court Place Advisors
Maryland
$234K
PCA
1264
Pallas Capital Advisors
Massachusetts
$234K
MPM
1265
MBB Public Markets
Illinois
$233K
GCIA
1266
Gabelli & Co Investment Advisers
New York
$233K
PC
1267
Pecaut & Co
Iowa
$233K
CG
1268
Curat Global
New Hampshire
$233K
AWA
1269
Arete Wealth Advisors
Illinois
$233K
DC
1270
Diametric Capital
Massachusetts
$233K
EWM
1271
Evercore Wealth Management
New York
$232K
AF
1272
Apollon Financial
South Carolina
$230K
USCWA
1273
U.S. Capital Wealth Advisors
Texas
$229K
FFA
1274
Florida Financial Advisors
Florida
$225K
CAL
1275
Capital Analysts LLC
Pennsylvania
$225K