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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
OWA
1351
Opal Wealth Advisors
New York
$140K +$123K +307 +579%
TSMHT
1352
Thurston Springer Miller Herd & Titak
Indiana
$140K -$402 -1 -0.3%
AT
1353
Avalon Trust
New Mexico
$136K
VCM
1354
Versant Capital Management
Arizona
$136K +$90.1K +224 +179%
HIA
1355
Harbor Investment Advisory
Maryland
$132K -$3.62K -9 -3%
VNA
1356
Valley National Advisers
Pennsylvania
$132K -$4.02K -10 -3%
RIL
1357
Rothschild Investment LLC
Illinois
$130K -$162K -402 -55%
BGAI
1358
Bruce G. Allen Investments
Colorado
$130K -$4.42K -11 -3%
SOW
1359
State of Wyoming
Wyoming
$127K +$132K +327 New
KA
1360
Kozak & Associates
Colorado
$124K +$402 +1 +0.3%
SS
1361
SBI Securities
Japan
$124K -$889K -2,211 -87%
SCA
1362
Stuart Chaussee & Associates
California
$123K
WTA
1363
Washington Trust Advisors
Massachusetts
$121K -$6.03K -15 -5%
FFO
1364
Fortitude Family Office
Arizona
$120K +$2.82K +7 +2%
LFA
1365
Livelsberger Financial Advisory
Ohio
$117K +$121K +301 New
BC
1366
Belmont Capital
California
$117K
CWM
1367
Crowley Wealth Management
Delaware
$117K
MFC
1368
Mechanics Financial Corp
Ohio
$117K
MCM
1369
MV Capital Management
Maryland
$113K -$3.62K -9 -3%
SWM
1370
Spire Wealth Management
Virginia
$112K -$69.6K -173 -37%
IRC
1371
Investors Research Corp
Georgia
$110K
CT
1372
Caldwell Trust
Florida
$109K
RCM
1373
Raleigh Capital Management
North Carolina
$108K +$22.1K +55 +25%
HFS
1374
Hantz Financial Services
Michigan
$108K +$59.9K +149 +116%
HAP
1375
Harbor Asset Planning
Massachusetts
$107K +$111K +276 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.