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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
PWA
1526
Principia Wealth Advisory
Texas
$3.5K
SPF
1527
South Plains Financial
Texas
$3.5K
BLC
1528
Brown, Lisle/Cummings
Rhode Island
$3.23K
TFM
1529
TFC Financial Management
Massachusetts
$3.11K
Q1WB
1530
Quest 10 Wealth Builders
Virginia
$3.11K
IWM
1531
IMG Wealth Management
Florida
$3.11K
HI
1532
Hoey Investments
Pennsylvania
$2.72K
CSC
1533
Caldwell Sutter Capital
California
$2.72K
GWSA
1534
Global Wealth Strategies & Associates
Colorado
$2.72K
HFS
1535
Hughes Financial Services
Virginia
$2.49K
NMG
1536
New Millennium Group
Utah
$2.43K
NL
1537
NVWM LLC
Pennsylvania
$2.33K
CTB
1538
Country Trust Bank
Illinois
$2.33K
FFA
1539
Frazier Financial Advisors
Ohio
$2K
HFM
1540
Harvest Fund Management
China
$2K
DF
1541
DecisionPoint Financial
Arizona
$1.98K
SO
1542
Sierra Ocean
California
$1.95K
JFA
1543
JNBA Financial Advisors
Minnesota
$1.95K
RP
1544
Raelipskie Partnership
Ontario, Canada
$1.95K
QWM
1545
Quaker Wealth Management
New Jersey
$1.95K
EWM
1546
Evolution Wealth Management
Florida
$1.7K
NWM
1547
Nova Wealth Management
Florida
$1.7K
VWA
1548
Valued Wealth Advisors
Utah
$1.58K
GEA
1549
Glen Eagle Advisors
New Jersey
$1.56K
FNWA
1550
Financial Network Wealth Advisors
Utah
$1.56K