We are live on ! Find out more
ELV icon

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
BHWM
1476
Beaird Harris Wealth Management
Texas
$17K +$1.61K +4 +10%
AW
1477
Avion Wealth
Texas
$17K +$9.65K +24 +120%
KTC
1478
Kentucky Trust Company
Kentucky
$15.6K
RF
1479
Rossby Financial
Florida
$15.6K +$16.1K +40 New
DFA
1480
DHJJ Financial Advisors
Illinois
$15.2K
SWP
1481
SIMA Wealth Partners
Virginia
$14K
RWM
1482
Rialto Wealth Management
New York
$14K +$2.01K +5 +16%
HCA
1483
Harbor Capital Advisors
Illinois
$14K +$3.22K +8 +30%
ICM
1484
Islay Capital Management
Texas
$13.6K
HNW
1485
High Note Wealth
Minnesota
$13.6K +$804 +2 +6%
MAWAG
1486
Mid-American Wealth Advisory Group
Missouri
$13.6K +$14.1K +35 New
TIM
1487
Tortoise Investment Management
New York
$12.4K +$1.61K +4 +14%
MIM
1488
MTM Investment Management
South Carolina
$12.4K +$12.9K +32 New
GG
1489
Gleason Group
Kentucky
$12.2K
HWA
1490
HHM Wealth Advisors
Tennessee
$12.1K
PG
1491
Proffitt & Goodson
Tennessee
$12.1K
GC
1492
GFG Capital
Florida
$12.1K +$12.5K +31 New
TPWA
1493
Twin Peaks Wealth Advisors
California
$12K +$16.5K +41 New
AP
1494
Aspect Partners
Virginia
$11.7K
TF
1495
Tompkins Financial
New York
$11.3K -$20.1K -50 -63%
NRG
1496
Nemes Rush Group
Michigan
$11.3K
CI
1497
Clal Insurance
Israel
$11K -$804 -2 -7%
SS
1498
Sunbelt Securities
Texas
$10.7K +$11.7K +29 New
S
1499
Sachetta
Massachusetts
$10.1K -$2.01K -5 -16%
NCM
1500
Northwest Capital Management
Oregon
$10.1K

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.