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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
RFM
1276
Royal Fund Management
Florida
$225K
CIP
1277
Convergence Investment Partners
Florida
$224K
SAM
1278
Sawgrass Asset Management
Florida
$223K
FAM
1279
Formidable Asset Management
Ohio
$222K
CAMG
1280
CWA Asset Management Group
Florida
$222K
PCG
1281
Prosperity Consulting Group
Maryland
$221K
OL
1282
Optas LLC
Texas
$221K
AA
1283
Advisory Alpha
Michigan
$220K
MSCM
1284
McElhenny Sheffield Capital Management
Texas
$218K
DMBA
1285
Deseret Mutual Benefit Administrators
Utah
$217K
RA
1286
Rise Advisors
New York
$217K
AT
1287
American Trust
Kentucky
$217K
BBHC
1288
Brown Brothers Harriman & Co
New York
$216K
FWP
1289
FAS Wealth Partners
Kansas
$216K
CPRC
1290
Consolidated Portfolio Review Corp
New York
$215K
VAM
1291
Verity Asset Management
North Carolina
$215K
IP
1292
Ignite Planners
California
$215K
KA
1293
KLCM Advisors
Wisconsin
$214K
QFA
1294
Quantum Financial Advisors
California
$214K
EI
1295
eCIO Inc
Wisconsin
$214K
AW
1296
Alteri Wealth
California
$211K
BL
1297
Balentine LLC
Georgia
$211K
SPFA
1298
Summit Place Financial Advisors
New Jersey
$211K
NECFA
1299
New England Capital Financial Advisors
Connecticut
$210K
LWM
1300
LJI Wealth Management
Indiana
$209K