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