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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
RF
1326
Roxbury Financial
New Jersey
$173K
TCM
1327
Traub Capital Management
Massachusetts
$171K
ST
1328
Smithfield Trust
Pennsylvania
$167K
AT
1329
Arlington Trust
Alabama
$152K
HFM
1330
Hartford Financial Management
Connecticut
$148K
CWIG
1331
Chung Wu Investment Group
Texas
$148K
AIC
1332
Archer Investment Corporation
Indiana
$147K
CFFP
1333
Center for Financial Planning
Michigan
$146K
DAM
1334
Delta Asset Management
Tennessee
$144K
IAIM
1335
International Assets Investment Management
Florida
$144K
OWA
1336
Opal Wealth Advisors
New York
$140K
TSMHT
1337
Thurston Springer Miller Herd & Titak
Indiana
$140K
AT
1338
Avalon Trust
New Mexico
$136K
VCM
1339
Versant Capital Management
Arizona
$136K
HIA
1340
Harbor Investment Advisory
Maryland
$132K
VNA
1341
Valley National Advisers
Pennsylvania
$132K
RIL
1342
Rothschild Investment LLC
Illinois
$130K
BGAI
1343
Bruce G. Allen Investments
Colorado
$130K
SOW
1344
State of Wyoming
Wyoming
$127K
KA
1345
Kozak & Associates
Colorado
$124K
SS
1346
SBI Securities
Japan
$124K
SCA
1347
Stuart Chaussee & Associates
California
$123K
WTA
1348
Washington Trust Advisors
Massachusetts
$121K
FFO
1349
Fortitude Family Office
Arizona
$120K
LFA
1350
Livelsberger Financial Advisory
Ohio
$117K