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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
CPRC
1301
Consolidated Portfolio Review Corp
New York
$215K
VAM
1302
Verity Asset Management
North Carolina
$215K
IFG
1303
Independent Financial Group
California
$215K +$13.3K +33 +6%
IP
1304
Ignite Planners
California
$215K -$1.61K -4 -0.5%
KA
1305
KLCM Advisors
Wisconsin
$214K
QFA
1306
Quantum Financial Advisors
California
$214K
EI
1307
eCIO Inc
Wisconsin
$214K -$1.61K -4 -0.7%
AW
1308
Alteri Wealth
California
$211K +$218K +543 New
BL
1309
Balentine LLC
Georgia
$211K
SPFA
1310
Summit Place Financial Advisors
New Jersey
$211K
NECFA
1311
New England Capital Financial Advisors
Connecticut
$210K +$804 +2 +0.4%
HBS
1312
Howard Bailey Securities
Indiana
$210K -$84.1K -209 -28%
PVI
1313
Pine Valley Investments
New Jersey
$209K +$16.5K +41 +8%
LWM
1314
LJI Wealth Management
Indiana
$209K -$7.64K -19 -3%
SL
1315
Sentinus LLC
Illinois
$209K -$8.85K -22 -4%
BF
1316
Brooklyn FI
New York
$208K +$215K +535 New
MA
1317
Maxele Advisors
Missouri
$208K
BA
1318
Bridgewater Advisors
New York
$208K +$59.5K +148 +26%
AC
1319
Allstate Corporation
Illinois
$207K -$2.88M -7,157 -93%
TC
1320
TownSquare Capital
Utah
$207K -$2.67M -6,638 -93%
EGA
1321
E&G Advisors
Texas
$206K
CCM
1322
Crew Capital Management
Ohio
$206K -$19.7K -49 -8%
KFS
1323
Kelly Financial Services
Massachusetts
$206K -$11.3K -28 -5%
TFS
1324
Thoroughbred Financial Services
Tennessee
$205K -$911K -2,264 -81%
T
1325
TOBAM
France
$205K +$171K +426 +418%

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.