ELV icon

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
BFS
1501
Bare Financial Services
Pennsylvania
$7.39K
LAM
1502
Lummis Asset Management
Texas
$7K
APW
1503
Aventura Private Wealth
Florida
$7K
PCM
1504
Penserra Capital Management
California
$7K
M
1505
MOTCO
Texas
$6.51K
TCA
1506
Trifecta Capital Advisors
Illinois
$6.22K
SHIM
1507
Stone House Investment Management
Pennsylvania
$6.22K
MSFP
1508
Mark Sheptoff Financial Planning
Connecticut
$6.22K
CPG
1509
Cornerstone Planning Group
New Jersey
$6.08K
MPW
1510
MASECO Private Wealth
$5.93K
CTWM
1511
Cherry Tree Wealth Management
Minnesota
$5.45K
HT
1512
Headlands Technologies
Illinois
$5.45K
HCM
1513
Hollencrest Capital Management
California
$5.45K
MBFW
1514
Morton Brown Family Wealth
Pennsylvania
$5.45K
BHWM
1515
Bay Harbor Wealth Management
Maryland
$5.45K
PP
1516
PFS Partners
New Jersey
$5.06K
FGA
1517
Fortis Group Advisors
New Jersey
$5.06K
FWM
1518
FSA Wealth Management
Massachusetts
$5.06K
CAIM
1519
Catherine Avery Investment Management
Florida
$5.06K
HBW
1520
Hazlett, Burt & Watson
West Virginia
$5K
DF
1521
Dunhill Financial
United Kingdom
$4.82K
PA
1522
Pineridge Advisors
Missouri
$4.67K
CBT
1523
CoreFirst Bank & Trust
Kansas
$4.67K
HWP
1524
Highline Wealth Partners
California
$4.3K
DWM
1525
Dogwood Wealth Management
Kansas
$4.19K