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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
EWM
1551
Evolution Wealth Management
Florida
$1.7K
NWM
1552
Nova Wealth Management
Florida
$1.7K
VWA
1553
Valued Wealth Advisors
Utah
$1.58K
GEA
1554
Glen Eagle Advisors
New Jersey
$1.56K
FNWA
1555
Financial Network Wealth Advisors
Utah
$1.56K
EPAM
1556
Evelyn Partners Asset Management
$1.56K
BA
1557
Bellwether Advisors
Nebraska
$1.56K
PS
1558
PayPay Securities
Japan
$1.56K
ACA
1559
American Capital Advisory
Idaho
$1.56K
PWS
1560
Peterson Wealth Services
Utah
$1.17K
PWM
1561
Parkworth Wealth Management
California
$1.17K
PMAM
1562
Picton Mahoney Asset Management
Ontario, Canada
$1K
WOC
1563
West Oak Capital
California
$972
SWA
1564
SOA Wealth Advisors
New York
$818
BCMLT
1565
Beacon Capital Management LLC (Tennessee)
Tennessee
$790
LWMI
1566
Legacy Wealth Management (Idaho)
Idaho
$778
GWSG
1567
GPS Wealth Strategies Group
Colorado
$778
LIS
1568
Legacy Investment Solutions
Idaho
$778
FGC
1569
Financial Gravity Companies
Texas
$778
STB
1570
S&T Bank
Pennsylvania
$778
PWM
1571
Proathlete Wealth Management
Florida
$777
LFA
1572
LGT Financial Advisors
Texas
$391
RS
1573
Rakuten Securities
Japan
$389
CCM
1574
Chilton Capital Management
Texas
$389
SRCM
1575
Signature Resources Capital Management
California
$389