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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
Cohen & Steers
1376
Cohen & Steers
New York
$86K
JWA
1377
JFS Wealth Advisors
Pennsylvania
$84K
HWM
1378
Hemington Wealth Management
Virginia
$84K
GKIM
1379
GW&K Investment Management
Massachusetts
$84K
CAL
1380
Capital Advisors Ltd
Ohio
$80K
OIAM
1381
OFI Invest Asset Management
France
$77.9K
AGWCA
1382
Annis Gardner Whiting Capital Advisors
Florida
$75.8K
GSWM
1383
Golden State Wealth Management
California
$75.2K
OAJ
1384
Ogorek Anthony Joseph
New York
$72K
CIAM
1385
Caitong International Asset Management
Hong Kong
$70K
VWM
1386
Valley Wealth Managers
New Jersey
$68.1K
HDIM
1387
Hanson & Doremus Investment Management
Vermont
$68K
TCOV
1388
Trust Company of Vermont
Vermont
$66.9K
ANBT
1389
American National Bank & Trust
Texas
$66.1K
TC
1390
Truvestments Capital
Florida
$65.4K
SC
1391
Stephens Consulting
Michigan
$65.3K
CGA
1392
Compound Global Advisors
Washington
$63.8K
CSB
1393
City State Bank
Iowa
$62.2K
VWA
1394
VSM Wealth Advisory
Maryland
$60.7K
PPC
1395
Park Place Capital
Alabama
$59.4K
SSG
1396
Summit Securities Group
New York
$59.1K
DSC
1397
Duncker Streett & Co
Missouri
$58.3K
NS
1398
NBC Securities
Alabama
$58K
CMP
1399
Coston McIsaac & Partners
Maine
$58K
DPW
1400
DiNuzzo Private Wealth
Pennsylvania
$57.2K