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Elevance Health

1,570 hedge funds and large institutions have $79.2B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 603 reducing their positions, and 183 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: $87.1B → $79.2B (-$7.81B)

22% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 183

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,570
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
M
1501
MOTCO
Texas
$6.51K
TCA
1502
Trifecta Capital Advisors
Illinois
$6.22K
MSFP
1503
Mark Sheptoff Financial Planning
Connecticut
$6.22K
SHIM
1504
Stone House Investment Management
Pennsylvania
$6.22K
CPG
1505
Cornerstone Planning Group
New Jersey
$6.08K
MPW
1506
MASECO Private Wealth
$5.93K
CTWM
1507
Cherry Tree Wealth Management
Minnesota
$5.45K
HT
1508
Headlands Technologies
Illinois
$5.45K
HCM
1509
Hollencrest Capital Management
California
$5.45K
MBFW
1510
Morton Brown Family Wealth
Pennsylvania
$5.45K
BHWM
1511
Bay Harbor Wealth Management
Maryland
$5.45K
PP
1512
PFS Partners
New Jersey
$5.06K
FWM
1513
FSA Wealth Management
Massachusetts
$5.06K
FGA
1514
Fortis Group Advisors
New Jersey
$5.06K
HBW
1515
Hazlett, Burt & Watson
West Virginia
$5K
DF
1516
Dunhill Financial
United Kingdom
$4.82K
PA
1517
Pineridge Advisors
Missouri
$4.67K
CBT
1518
CoreFirst Bank & Trust
Kansas
$4.67K
HWP
1519
Highline Wealth Partners
California
$4.3K
DWM
1520
Dogwood Wealth Management
Kansas
$4.19K
WWM
1521
Wolff Wiese Magana
California
$3.89K
WA
1522
WestEnd Advisors
North Carolina
$3.89K
WPA
1523
Wealth Preservation Advisors
Tennessee
$3.89K
BI
1524
Binnacle Investments
Iowa
$3.5K
CWA
1525
Carolina Wealth Advisors
South Carolina
$3.5K