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Elevance Health

1,589 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: 1,6601,589 (-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
1,589
Holders Change
-71
Holders Change %
-4.28%
% of All Funds
20.92%
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
HPC
1326
HM Payson & Co
Maine
$205K -$40.2K -100 -16%
PTP
1327
Platform Technology Partners
New York
$205K
HWP
1328
Hibernia Wealth Partners
Louisiana
$204K +$212K +526 New
SIG
1329
Stonegate Investment Group
Alabama
$204K +$25.3K +63 +14%
LWCFA
1330
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K -$17.7K -44 -8%
HCA
1331
Harbour Capital Advisors
Virginia
$201K
BG
1332
Bahl & Gaynor
Ohio
$201K +$208K +517 New
AWM
1333
Aprio Wealth Management
Georgia
$201K +$208K +517 New
DFG
1334
Demars Financial Group
Washington
$201K -$82.9M -206,090 -100%
CHC
1335
City Holding Co
West Virginia
$200K -$80.4K -200 -28%
NSIM
1336
North Star Investment Management
Illinois
$199K
BFP
1337
Briaud Financial Planning
Texas
$194K
C
1338
Covestor
United Kingdom
$190K -$64.8K -161 -25%
IWA
1339
Icon Wealth Advisors
Texas
$189K -$110K -273 -36%
CA
1340
CoreCap Advisors
Michigan
$181K +$49.1K +122 +35%
RF
1341
Roxbury Financial
New Jersey
$173K -$6.84K -17 -4%
TCM
1342
Traub Capital Management
Massachusetts
$171K +$177K +440 New
ST
1343
Smithfield Trust
Pennsylvania
$167K
AT
1344
Arlington Trust
Alabama
$152K -$73.2K -182 -32%
HFM
1345
Hartford Financial Management
Connecticut
$148K
CWIG
1346
Chung Wu Investment Group
Texas
$148K +$153K +380 New
AIC
1347
Archer Investment Corporation
Indiana
$147K -$10.1K -25 -6%
CFFP
1348
Center for Financial Planning
Michigan
$146K
DAM
1349
Delta Asset Management
Tennessee
$144K
IAIM
1350
International Assets Investment Management
Florida
$144K +$40.3M +100,109 New

ELV Hedge Fund Activity: Q2 2025 in Review

1,589 of the 7,595 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.

  • 1,589 institutional investors held Elevance Health (ELV) as of Q2 2025, down from 1,660 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.