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Elevance Health

1,575 hedge funds and large institutions have $79.5B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 605 reducing their positions, and 187 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: $87.3B → $79.5B (-$7.81B)

25% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 187

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,575
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
BFP
1326
Briaud Financial Planning
Texas
$194K
C
1327
Covestor
United Kingdom
$190K
IWA
1328
Icon Wealth Advisors
Texas
$189K
CA
1329
CoreCap Advisors
Michigan
$181K
RF
1330
Roxbury Financial
New Jersey
$173K
TCM
1331
Traub Capital Management
Massachusetts
$171K
ST
1332
Smithfield Trust
Pennsylvania
$167K
AT
1333
Arlington Trust
Alabama
$152K
HFM
1334
Hartford Financial Management
Connecticut
$148K
CWIG
1335
Chung Wu Investment Group
Texas
$148K
AIC
1336
Archer Investment Corporation
Indiana
$147K
CFFP
1337
Center for Financial Planning
Michigan
$146K
DAM
1338
Delta Asset Management
Tennessee
$144K
IAIM
1339
International Assets Investment Management
Florida
$144K
OWA
1340
Opal Wealth Advisors
New York
$140K
TSMHT
1341
Thurston Springer Miller Herd & Titak
Indiana
$140K
AT
1342
Avalon Trust
New Mexico
$136K
VCM
1343
Versant Capital Management
Arizona
$136K
HIA
1344
Harbor Investment Advisory
Maryland
$132K
VNA
1345
Valley National Advisers
Pennsylvania
$132K
RIL
1346
Rothschild Investment LLC
Illinois
$130K
BGAI
1347
Bruce G. Allen Investments
Colorado
$130K
SOW
1348
State of Wyoming
Wyoming
$127K
KA
1349
Kozak & Associates
Colorado
$124K
SS
1350
SBI Securities
Japan
$124K