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Elevance Health

1,568 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, 602 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
1,568
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
TCA
1501
Trifecta Capital Advisors
Illinois
$6.22K
SHIM
1502
Stone House Investment Management
Pennsylvania
$6.22K
MSFP
1503
Mark Sheptoff Financial Planning
Connecticut
$6.22K
CPG
1504
Cornerstone Planning Group
New Jersey
$6.08K
MPW
1505
MASECO Private Wealth
$5.93K
CTWM
1506
Cherry Tree Wealth Management
Minnesota
$5.45K
HT
1507
Headlands Technologies
Illinois
$5.45K
HCM
1508
Hollencrest Capital Management
California
$5.45K
MBFW
1509
Morton Brown Family Wealth
Pennsylvania
$5.45K
BHWM
1510
Bay Harbor Wealth Management
Maryland
$5.45K
PP
1511
PFS Partners
New Jersey
$5.06K
FWM
1512
FSA Wealth Management
Massachusetts
$5.06K
FGA
1513
Fortis Group Advisors
New Jersey
$5.06K
HBW
1514
Hazlett, Burt & Watson
West Virginia
$5K
DF
1515
Dunhill Financial
United Kingdom
$4.82K
PA
1516
Pineridge Advisors
Missouri
$4.67K
CBT
1517
CoreFirst Bank & Trust
Kansas
$4.67K
HWP
1518
Highline Wealth Partners
California
$4.3K
DWM
1519
Dogwood Wealth Management
Kansas
$4.19K
WWM
1520
Wolff Wiese Magana
California
$3.89K
WA
1521
WestEnd Advisors
North Carolina
$3.89K
WPA
1522
Wealth Preservation Advisors
Tennessee
$3.89K
BI
1523
Binnacle Investments
Iowa
$3.5K
CWA
1524
Carolina Wealth Advisors
South Carolina
$3.5K
PWA
1525
Principia Wealth Advisory
Texas
$3.5K