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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
ITFISA
1501
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.72K -$10.1K -25 -50%
WA
1502
Whipplewood Advisors
Colorado
$9.34K +$5.23K +13 +118%
RAM
1503
Riggs Asset Management
Pennsylvania
$8.95K +$7.24K +18 +360%
OCM
1504
Orion Capital Management
California
$8.95K
TWD
1505
True Wealth Design
Ohio
$8.65K -$402 -1 -4%
CA
1506
Crewe Advisors
Utah
$8.56K -$1.21K -3 -12%
CB
1507
CNB Bank
Pennsylvania
$8.56K
FUBT
1508
First United Bank & Trust
Maryland
$8.56K
KG
1509
Kilter Group
New York
$8.17K +$8.45K +21 New
RPA
1510
Redwood Park Advisors
California
$7.82K
CPA
1511
Compass Planning Associates
Massachusetts
$7.46K
PWA
1512
Physician Wealth Advisors
Utah
$7.39K -$1.21K -3 -14%
BFS
1513
Bare Financial Services
Pennsylvania
$7.39K +$7.24K +18 +1,800%
EP
1514
Essential Partners
California
$7.39K +$7.64K +19 New
APW
1515
Aventura Private Wealth
Florida
$7K
LAM
1516
Lummis Asset Management
Texas
$7K
PCM
1517
Penserra Capital Management
California
$7K -$449K -1,117 -98%
M
1518
MOTCO
Texas
$6.51K -$39.8K -99 -81%
TCA
1519
Trifecta Capital Advisors
Illinois
$6.22K
MSFP
1520
Mark Sheptoff Financial Planning
Connecticut
$6.22K
SHIM
1521
Stone House Investment Management
Pennsylvania
$6.22K
CPG
1522
Cornerstone Planning Group
New Jersey
$6.08K -$2.01K -5 -19%
MPW
1523
MASECO Private Wealth
$5.93K +$6.03K +15 New
CTWM
1524
Cherry Tree Wealth Management
Minnesota
$5.45K -$15.7K -39 -74%
HT
1525
Headlands Technologies
Illinois
$5.45K -$1.13M -2,820 -100%

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.