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Elevance Health

1,568 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, 602 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
1,568
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
EW
1251
Evoke Wealth
California
$240K
TFA
1252
Transamerica Financial Advisors
Florida
$239K
AFT
1253
Alpha Family Trust
California
$239K
OL
1254
OneFund LLC
Florida
$237K
TIA
1255
Trust Investment Advisors
Indiana
$237K
EW
1256
Elyxium Wealth
California
$237K
FHA
1257
Flagship Harbor Advisors
Massachusetts
$236K
CWP
1258
Concord Wealth Partners
Virginia
$235K
CAMV
1259
Concord Asset Management (Virginia)
Virginia
$235K
ZBNA
1260
Zions Bancorporation, National Association
Utah
$235K
CPC
1261
Consolidated Planning Corp
Georgia
$235K
CPA
1262
Court Place Advisors
Maryland
$234K
PCA
1263
Pallas Capital Advisors
Massachusetts
$234K
MPM
1264
MBB Public Markets
Illinois
$233K
CG
1265
Curat Global
New Hampshire
$233K
PC
1266
Pecaut & Co
Iowa
$233K
GCIA
1267
Gabelli & Co Investment Advisers
New York
$233K
AWA
1268
Arete Wealth Advisors
Illinois
$233K
DC
1269
Diametric Capital
Massachusetts
$233K
EWM
1270
Evercore Wealth Management
New York
$232K
AF
1271
Apollon Financial
South Carolina
$230K
USCWA
1272
U.S. Capital Wealth Advisors
Texas
$229K
FFA
1273
Florida Financial Advisors
Florida
$225K
CAL
1274
Capital Analysts LLC
Pennsylvania
$225K
RFM
1275
Royal Fund Management
Florida
$225K