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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
CIAM
1401
Caitong International Asset Management
Hong Kong
$70K +$72.4K +180 New
VWM
1402
Valley Wealth Managers
New Jersey
$68.1K -$18.5M -45,983 -100%
HDIM
1403
Hanson & Doremus Investment Management
Vermont
$68K
TCOV
1404
Trust Company of Vermont
Vermont
$66.9K +$3.62K +9 +6%
ANBT
1405
American National Bank & Trust
Texas
$66.1K
TC
1406
Truvestments Capital
Florida
$65.4K
SC
1407
Stephens Consulting
Michigan
$65.3K +$1.61K +4 +2%
CGA
1408
Compound Global Advisors
Washington
$63.8K -$330K -820 -83%
CSB
1409
City State Bank
Iowa
$62.2K
VWA
1410
VSM Wealth Advisory
Maryland
$60.7K +$62.7K +156 New
PPC
1411
Park Place Capital
Alabama
$59.4K -$12.9K -32 -18%
SSG
1412
Summit Securities Group
New York
$59.1K +$61.1K +152 New
DSC
1413
Duncker Streett & Co
Missouri
$58.3K
NS
1414
NBC Securities
Alabama
$58K -$22.9K -57 -28%
CMP
1415
Coston McIsaac & Partners
Maine
$58K
DPW
1416
DiNuzzo Private Wealth
Pennsylvania
$57.2K
CWM
1417
Centricity Wealth Management
Ohio
$54.5K
FP
1418
Financial Perspectives
Minnesota
$52.5K
PB
1419
Pinnacle Bancorp
Nebraska
$49.4K +$10.1K +25 +25%
SL
1420
Salomon & Ludwin
Virginia
$46.9K -$402 -1 -0.7%
W
1421
WealthCollab
Washington
$45.5K -$4.83K -12 -9%
IMC
1422
Investment Management Corporation
Virginia
$43.9K -$45.5K -113 -50%
AWM
1423
AllSquare Wealth Management
New York
$42.8K
TCOT
1424
Trust Company of Toledo
Ohio
$42.8K +$44.2K +110 New
JGIA
1425
Jackson Grant Investment Advisers
Connecticut
$42.4K

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.