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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
SCA
1351
Stuart Chaussee & Associates
California
$123K
WTA
1352
Washington Trust Advisors
Massachusetts
$121K
FFO
1353
Fortitude Family Office
Arizona
$120K
LFA
1354
Livelsberger Financial Advisory
Ohio
$117K
MFC
1355
Mechanics Financial Corp
Ohio
$117K
CWM
1356
Crowley Wealth Management
Delaware
$117K
BC
1357
Belmont Capital
California
$117K
MCM
1358
MV Capital Management
Maryland
$113K
SWM
1359
Spire Wealth Management
Virginia
$112K
IRC
1360
Investors Research Corp
Georgia
$110K
CT
1361
Caldwell Trust
Florida
$109K
RCM
1362
Raleigh Capital Management
North Carolina
$108K
HFS
1363
Hantz Financial Services
Michigan
$108K
HAP
1364
Harbor Asset Planning
Massachusetts
$107K
CTA
1365
Colonial Trust Advisors
South Carolina
$105K
CT
1366
Clearstead Trust
Maine
$102K
MA
1367
MCF Advisors
Kentucky
$101K
SCM
1368
Silvant Capital Management
Georgia
$100K
TC
1369
Trust Company
Kansas
$98K
MMG
1370
Monetary Management Group
Missouri
$97.2K
CM
1371
Capula Management
Cayman Islands
$96.9K
OC
1372
Oakworth Capital
Alabama
$95.3K
MSG
1373
Main Street Group
Virginia
$94.1K
HIA
1374
HFM Investment Advisors
New Jersey
$94K
BOJHT
1375
Bank of Jackson Hole Trust
Wyoming
$93.7K