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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
IWP
1426
IAG Wealth Partners
Wisconsin
$40.5K
AIM
1427
Arcadia Investment Management
Michigan
$38.9K
LC
1428
Lavaca Capital
Texas
$38.9K
GJIA
1429
Glass Jacobson Investment Advisors
Maryland
$38.9K +$32.2K +80 +400%
BWL
1430
Bogart Wealth LLC
Virginia
$38.1K -$1.61K -4 -4%
NC
1431
NewSquare Capital
Pennsylvania
$36.6K -$3.62K -9 -9%
CBT
1432
Crews Bank & Trust
Florida
$36.2K
CAC
1433
Core Alternative Capital
Georgia
$35.4K
CIAS
1434
CBIZ Investment Advisory Services
Ohio
$35K +$30.6K +76 +543%
WCM
1435
WealthTrak Capital Management
Virginia
$32.7K
NC
1436
North Capital
Utah
$32.3K
BFPW
1437
BOK Financial Private Wealth
Colorado
$31.9K +$33K +82 New
HFS
1438
Hopwood Financial Services
Virginia
$30.7K -$9.25K -23 -23%
AWM
1439
Abound Wealth Management
Tennessee
$29.9K -$2.82K -7 -8%
VWWMG
1440
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K +$14.9K +37 +95%
OIA
1441
Optimum Investment Advisors
Illinois
$29.2K -$71.6K -178 -70%
FMII
1442
Farmers & Merchants Investments Inc
Nebraska
$29.2K
GPI
1443
General Partner Inc
Pennsylvania
$29.2K
MWM
1444
Mascoma Wealth Management
New Hampshire
$29.2K
SA
1445
Scarborough Advisors
Maryland
$29.2K +$30.2K +75 New
PC
1446
Promus Capital
Illinois
$28.4K -$36.6K -91 -55%
WA
1447
WPG Advisers
Maryland
$28K +$2.01K +5 +7%
BONH
1448
Bank of New Hampshire
New Hampshire
$27.2K
FWA
1449
Flagship Wealth Advisors
Massachusetts
$27.2K
PSB
1450
Piscataqua Savings Bank
New Hampshire
$26.8K

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.