We are live on ! Find out more
ELV icon

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
CTA
1376
Colonial Trust Advisors
South Carolina
$105K
CT
1377
Clearstead Trust
Maine
$102K +$36.6K +91 +53%
MA
1378
MCF Advisors
Kentucky
$101K -$2.82K -7 -3%
SCM
1379
Silvant Capital Management
Georgia
$100K
TC
1380
Trust Company
Kansas
$98K
MMG
1381
Monetary Management Group
Missouri
$97.2K -$60.3K -150 -38%
CM
1382
Capula Management
Cayman Islands
$96.9K -$30.2K -75 -23%
OC
1383
Oakworth Capital
Alabama
$95.3K -$37.4K -93 -28%
MSG
1384
Main Street Group
Virginia
$94.1K
HIA
1385
HFM Investment Advisors
New Jersey
$94K +$1.61K +4 +2%
BOJHT
1386
Bank of Jackson Hole Trust
Wyoming
$93.7K
AWM
1387
Atticus Wealth Management
Florida
$93.5K
AA
1388
Ancora Advisors
Ohio
$92.2K +$10.1K +25 +12%
EA
1389
Evolution Advisers
Virginia
$91K
MA
1390
Montag & Associates
Georgia
$90.7K +$4.42K +11 +5%
FCAS
1391
First Command Advisory Services
Texas
$86.7K +$17.3K +43 +24%
Cohen & Steers
1392
Cohen & Steers
New York
$86K
JWA
1393
JFS Wealth Advisors
Pennsylvania
$84K +$1.61K +4 +2%
HWM
1394
Hemington Wealth Management
Virginia
$84K -$5.63K -14 -6%
GKIM
1395
GW&K Investment Management
Massachusetts
$84K +$12.1K +30 +16%
CAL
1396
Capital Advisors Ltd
Ohio
$80K -$5.63K -14 -6%
OIAM
1397
OFI Invest Asset Management
France
$77.9K +$16.9K +42 +22%
AGWCA
1398
Annis Gardner Whiting Capital Advisors
Florida
$75.8K +$10.1K +25 +15%
GSWM
1399
Golden State Wealth Management
California
$75.2K -$1.61K -4 -2%
OAJ
1400
Ogorek Anthony Joseph
New York
$72K -$5.23K -13 -7%

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.