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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
BWAM
1451
Boyd Watterson Asset Management
Ohio
$21.8K
PMFA
1452
Plante Moran Financial Advisors
Michigan
$21.8K
OP
1453
ORG Partners
Indiana
$21.8K
AFG
1454
Albion Financial Group
Utah
$20.2K
MAM
1455
Meeder Asset Management
Ohio
$19.8K
AWM
1456
Activest Wealth Management
Florida
$19.8K
VWM
1457
Vermillion Wealth Management
Minnesota
$19.7K
BTC
1458
Bank & Trust Company
Illinois
$19.4K
BL
1459
BFSG LLC
California
$19.4K
HHMI
1460
Howard Hughes Medical Institute
Maryland
$19.4K
FMB
1461
Field & Main Bank
Kentucky
$19.4K
MFT
1462
Moisand Fitzgerald Tamayo
Florida
$19.1K
FC
1463
Fairscale Capital
New Hampshire
$18.4K
CNBTD
1464
Citizens National Bank Trust Department
Mississippi
$17.5K
BHWM
1465
Beaird Harris Wealth Management
Texas
$17K
AW
1466
Avion Wealth
Texas
$17K
KTC
1467
Kentucky Trust Company
Kentucky
$15.6K
RF
1468
Rossby Financial
Florida
$15.6K
DFA
1469
DHJJ Financial Advisors
Illinois
$15.2K
RWM
1470
Rialto Wealth Management
New York
$14K
HCA
1471
Harbor Capital Advisors
Illinois
$14K
ICM
1472
Islay Capital Management
Texas
$13.6K
HNW
1473
High Note Wealth
Minnesota
$13.6K
MAWAG
1474
Mid-American Wealth Advisory Group
Missouri
$13.6K
TIM
1475
Tortoise Investment Management
New York
$12.4K