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Elevance Health

1,589 hedge funds and large institutions have $79.7B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 598 increasing their positions, 607 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $706M | Put options by funds: $495M

0.96% more ownership

Funds ownership: 89.82%90.78% (+0.96%)

1% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 607

4% less funds holding

Funds holding: 1,6601,589 (-71)

10% less capital invested

Capital invested by funds: $88.7B → $79.7B (-$9.07B)

24% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 188

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,589
Holders Change
-71
Holders Change %
-4.28%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25.58%
% of All Funds
0.42%
New
142
Increased
598
Reduced
607
Closed
188
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
PMAM
1576
Picton Mahoney Asset Management
Ontario, Canada
$1K
WOC
1577
West Oak Capital
California
$972
SWA
1578
SOA Wealth Advisors
New York
$818 -$2.01K -5 -71%
BCMLT
1579
Beacon Capital Management LLC (Tennessee)
Tennessee
$790
LWMI
1580
Legacy Wealth Management (Idaho)
Idaho
$778 -$7.24K -18 -90%
FGC
1581
Financial Gravity Companies
Texas
$778 +$804 +2 New
GWSG
1582
GPS Wealth Strategies Group
Colorado
$778 +$804 +2 New
LIS
1583
Legacy Investment Solutions
Idaho
$778 +$804 +2 New
STB
1584
S&T Bank
Pennsylvania
$778 +$804 +2 New
PWM
1585
Proathlete Wealth Management
Florida
$777 +$804 +2 New
LFA
1586
LGT Financial Advisors
Texas
$391 +$402 +1 New
RS
1587
Rakuten Securities
Japan
$389 -$10.1K -25 -96%
CCM
1588
Chilton Capital Management
Texas
$389 +$402 +1 New
SRCM
1589
Signature Resources Capital Management
California
$389 +$402 +1 New
EWP
1590
Elevation Wealth Partners
California
$9
EIG
1591
EdgePoint Investment Group
Ontario, Canada
-$563M -1,294,560 Closed
Citadel Advisors
1592
Citadel Advisors
Florida
-$88M -218,689 Closed
Point72 Asset Management
1593
Point72 Asset Management
Connecticut
-$87.5M -217,598 Closed
FGP
1594
Freestone Grove Partners
California
-$72.7M -167,256 Closed
WP
1595
Woodline Partners
California
-$57M -131,036 Closed
RRAM
1596
River Road Asset Management
Kentucky
-$54.3M -124,900 Closed
PHS
1597
PFM Health Sciences
California
-$38.4M -88,222 Closed
MG
1598
Marex Group
-$32M -73,501 Closed
MIM
1599
MetLife Investment Management
New Jersey
-$26.9M -61,871 Closed
CF
1600
Corebridge Financial
Texas
-$25.8M -59,294 Closed

ELV Hedge Fund Activity: Q2 2025 in Review

1,589 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2025, worth a combined $79.7B — down 10% from $88.7B a quarter earlier.

Sellers outnumbered buyers: 188 funds closed out of ELV and 142 opened new positions — a net loss of 46 holders — while 607 trimmed existing stakes and 598 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $589M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $563M sold.

  • 1,589 institutional investors held Elevance Health (ELV) as of Q2 2025, down from 1,660 in Q1 2025.
  • Funds reported $79.7B of Elevance Health stock for Q2 2025, down 10% quarter-over-quarter.
  • 142 funds opened new Elevance Health positions in Q2 2025 and 188 closed out, a net change of -46 holders.
  • The largest Elevance Health buyer in Q2 2025 was GQG Partners, an estimated $589M added.
  • The largest Elevance Health seller in Q2 2025 was EdgePoint Investment Group, an estimated $563M sold.

Based on aggregated 13F filings for Q2 2025.