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Elevance Health

1,575 hedge funds and large institutions have $79.5B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 605 reducing their positions, and 187 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: $87.3B → $79.5B (-$7.81B)

25% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 187

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,575
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
SSG
1401
Summit Securities Group
New York
$59.1K
DSC
1402
Duncker Streett & Co
Missouri
$58.3K
NS
1403
NBC Securities
Alabama
$58K
CMP
1404
Coston McIsaac & Partners
Maine
$58K
DPW
1405
DiNuzzo Private Wealth
Pennsylvania
$57.2K
CWM
1406
Centricity Wealth Management
Ohio
$54.5K
FP
1407
Financial Perspectives
Minnesota
$52.5K
PB
1408
Pinnacle Bancorp
Nebraska
$49.4K
SL
1409
Salomon & Ludwin
Virginia
$46.9K
W
1410
WealthCollab
Washington
$45.5K
IMC
1411
Investment Management Corporation
Virginia
$43.9K
AWM
1412
AllSquare Wealth Management
New York
$42.8K
TCOT
1413
Trust Company of Toledo
Ohio
$42.8K
JGIA
1414
Jackson Grant Investment Advisers
Connecticut
$42.4K
IWP
1415
IAG Wealth Partners
Wisconsin
$40.5K
AIM
1416
Arcadia Investment Management
Michigan
$38.9K
LC
1417
Lavaca Capital
Texas
$38.9K
GJIA
1418
Glass Jacobson Investment Advisors
Maryland
$38.9K
BWL
1419
Bogart Wealth LLC
Virginia
$38.1K
NC
1420
NewSquare Capital
Pennsylvania
$36.6K
CBT
1421
Crews Bank & Trust
Florida
$36.2K
CAC
1422
Core Alternative Capital
Georgia
$35.4K
CIAS
1423
CBIZ Investment Advisory Services
Ohio
$35K
WCM
1424
WealthTrak Capital Management
Virginia
$32.7K
NC
1425
North Capital
Utah
$32.3K