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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
MFC
1351
Mechanics Financial Corp
Ohio
$117K
CWM
1352
Crowley Wealth Management
Delaware
$117K
MCM
1353
MV Capital Management
Maryland
$113K
SWM
1354
Spire Wealth Management
Virginia
$112K
IRC
1355
Investors Research Corp
Georgia
$110K
CT
1356
Caldwell Trust
Florida
$109K
RCM
1357
Raleigh Capital Management
North Carolina
$108K
HFS
1358
Hantz Financial Services
Michigan
$108K
HAP
1359
Harbor Asset Planning
Massachusetts
$107K
CTA
1360
Colonial Trust Advisors
South Carolina
$105K
CT
1361
Clearstead Trust
Maine
$102K
MA
1362
MCF Advisors
Kentucky
$101K
SCM
1363
Silvant Capital Management
Georgia
$100K
TC
1364
Trust Company
Kansas
$98K
MMG
1365
Monetary Management Group
Missouri
$97.2K
CM
1366
Capula Management
Cayman Islands
$96.9K
OC
1367
Oakworth Capital
Alabama
$95.3K
MSG
1368
Main Street Group
Virginia
$94.1K
HIA
1369
HFM Investment Advisors
New Jersey
$94K
BOJHT
1370
Bank of Jackson Hole Trust
Wyoming
$93.7K
AWM
1371
Atticus Wealth Management
Florida
$93.5K
AA
1372
Ancora Advisors
Ohio
$92.2K
EA
1373
Evolution Advisers
Virginia
$91K
MA
1374
Montag & Associates
Georgia
$90.7K
FCAS
1375
First Command Advisory Services
Texas
$86.7K