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