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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
BFPW
1426
BOK Financial Private Wealth
Colorado
$31.9K
HFS
1427
Hopwood Financial Services
Virginia
$30.7K
AWM
1428
Abound Wealth Management
Tennessee
$29.9K
VWWMG
1429
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K
OIA
1430
Optimum Investment Advisors
Illinois
$29.2K
GPI
1431
General Partner Inc
Pennsylvania
$29.2K
FMII
1432
Farmers & Merchants Investments Inc
Nebraska
$29.2K
MWM
1433
Mascoma Wealth Management
New Hampshire
$29.2K
SA
1434
Scarborough Advisors
Maryland
$29.2K
PC
1435
Promus Capital
Illinois
$28.4K
WA
1436
WPG Advisers
Maryland
$28K
BONH
1437
Bank of New Hampshire
New Hampshire
$27.2K
FWA
1438
Flagship Wealth Advisors
Massachusetts
$27.2K
PSB
1439
Piscataqua Savings Bank
New Hampshire
$26.8K
PWMG
1440
Private Wealth Management Group
New Jersey
$26.4K
LAMC
1441
Longview Asset Management (California)
California
$25.7K
GGI
1442
Godsey & Gibb Inc
Virginia
$25.6K
FMP
1443
Financial Management Professionals
Texas
$24.9K
PGAM
1444
Princeton Global Asset Management
New Jersey
$23.8K
RFS
1445
Richardson Financial Services
Massachusetts
$23.7K
AF
1446
Alerus Financial
North Dakota
$23.7K
TCM
1447
TD Capital Management
Tennessee
$23.5K
FDW
1448
Fourth Dimension Wealth
Ohio
$22.2K
AWM
1449
Accredited Wealth Management
Kentucky
$22.2K
FDCP
1450
Foster Dykema Cabot & Partners
Massachusetts
$21.8K