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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
CWM
1401
Centricity Wealth Management
Ohio
$54.5K
LWANC
1402
Laurel Wealth Advisors (North Carolina)
North Carolina
$54K
FP
1403
Financial Perspectives
Minnesota
$52.5K
PB
1404
Pinnacle Bancorp
Nebraska
$49.4K
SL
1405
Salomon & Ludwin
Virginia
$46.9K
W
1406
WealthCollab
Washington
$45.5K
IMC
1407
Investment Management Corporation
Virginia
$43.9K
AWM
1408
AllSquare Wealth Management
New York
$42.8K
TCOT
1409
Trust Company of Toledo
Ohio
$42.8K
JGIA
1410
Jackson Grant Investment Advisers
Connecticut
$42.4K
IWP
1411
IAG Wealth Partners
Wisconsin
$40.5K
LC
1412
Lavaca Capital
Texas
$38.9K
AIM
1413
Arcadia Investment Management
Michigan
$38.9K
GJIA
1414
Glass Jacobson Investment Advisors
Maryland
$38.9K
BWL
1415
Bogart Wealth LLC
Virginia
$38.1K
NC
1416
NewSquare Capital
Pennsylvania
$36.6K
CBT
1417
Crews Bank & Trust
Florida
$36.2K
CAC
1418
Core Alternative Capital
Georgia
$35.4K
CIAS
1419
CBIZ Investment Advisory Services
Ohio
$35K
WCM
1420
WealthTrak Capital Management
Virginia
$32.7K
NC
1421
North Capital
Utah
$32.3K
BFPW
1422
BOK Financial Private Wealth
Colorado
$31.9K
HFS
1423
Hopwood Financial Services
Virginia
$30.7K
AWM
1424
Abound Wealth Management
Tennessee
$29.9K
VWWMG
1425
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K