ELV icon

Elevance Health

1,570 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, 603 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
1,570
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
DPW
1401
DiNuzzo Private Wealth
Pennsylvania
$57.2K
CWM
1402
Centricity Wealth Management
Ohio
$54.5K
LWANC
1403
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K
FP
1404
Financial Perspectives
Minnesota
$52.5K
PB
1405
Pinnacle Bancorp
Nebraska
$49.4K
SL
1406
Salomon & Ludwin
Virginia
$46.9K
W
1407
WealthCollab
Washington
$45.5K
IMC
1408
Investment Management Corporation
Virginia
$43.9K
AWM
1409
AllSquare Wealth Management
New York
$42.8K
TCOT
1410
Trust Company of Toledo
Ohio
$42.8K
JGIA
1411
Jackson Grant Investment Advisers
Connecticut
$42.4K
IWP
1412
IAG Wealth Partners
Wisconsin
$40.5K
AIM
1413
Arcadia Investment Management
Michigan
$38.9K
LC
1414
Lavaca Capital
Texas
$38.9K
GJIA
1415
Glass Jacobson Investment Advisors
Maryland
$38.9K
BWL
1416
Bogart Wealth LLC
Virginia
$38.1K
NC
1417
NewSquare Capital
Pennsylvania
$36.6K
CBT
1418
Crews Bank & Trust
Florida
$36.2K
CAC
1419
Core Alternative Capital
Georgia
$35.4K
CIAS
1420
CBIZ Investment Advisory Services
Ohio
$35K
WCM
1421
WealthTrak Capital Management
Virginia
$32.7K
NC
1422
North Capital
Utah
$32.3K
BFPW
1423
BOK Financial Private Wealth
Colorado
$31.9K
HFS
1424
Hopwood Financial Services
Virginia
$30.7K
AWM
1425
Abound Wealth Management
Tennessee
$29.9K