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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
PWMG
1451
Private Wealth Management Group
New Jersey
$26.4K +$2.01K +5 +8%
LAMC
1452
Longview Asset Management (California)
California
$25.7K
GGI
1453
Godsey & Gibb Inc
Virginia
$25.6K
FMP
1454
Financial Management Professionals
Texas
$24.9K -$5.23K -13 -17%
PGAM
1455
Princeton Global Asset Management
New Jersey
$23.8K +$20.5K +51 +510%
RFS
1456
Richardson Financial Services
Massachusetts
$23.7K +$18.1K +45 +300%
AF
1457
Alerus Financial
North Dakota
$23.7K +$24.5K +61 New
TCM
1458
TD Capital Management
Tennessee
$23.5K
FDW
1459
Fourth Dimension Wealth
Ohio
$22.2K
AWM
1460
Accredited Wealth Management
Kentucky
$22.2K +$22.9K +57 New
BWAM
1461
Boyd Watterson Asset Management
Ohio
$21.8K
FDCP
1462
Foster Dykema Cabot & Partners
Massachusetts
$21.8K
PMFA
1463
Plante Moran Financial Advisors
Michigan
$21.8K +$804 +2 +4%
OP
1464
ORG Partners
Indiana
$21.8K +$22.1K +55 New
AFG
1465
Albion Financial Group
Utah
$20.2K
MAM
1466
Meeder Asset Management
Ohio
$19.8K -$3.56M -8,840 -99%
AWM
1467
Activest Wealth Management
Florida
$19.8K +$12.5K +31 +155%
VWM
1468
Vermillion Wealth Management
Minnesota
$19.7K +$402 +1 +2%
BTC
1469
Bank & Trust Company
Illinois
$19.4K
BL
1470
BFSG LLC
California
$19.4K
HHMI
1471
Howard Hughes Medical Institute
Maryland
$19.4K +$20.1K +50 New
FMB
1472
Field & Main Bank
Kentucky
$19.4K
MFT
1473
Moisand Fitzgerald Tamayo
Florida
$19.1K
FC
1474
Fairscale Capital
New Hampshire
$18.4K +$23.3K +58 +829%
CNBTD
1475
Citizens National Bank Trust Department
Mississippi
$17.5K

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.