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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
CG
1651
Carmignac Gestion
France
-$512K -1,176 Closed
MAM
1652
Milestone Asset Management
Pennsylvania
-$488K -1,122 Closed
AIA
1653
AssuredPartners Investment Advisors
Florida
-$483K -1,110 Closed
IAP
1654
Indie Asset Partners
Indiana
-$480K -1,104 Closed
CF
1655
Claris Financial
Virginia
-$385K -1,043 Closed
FEG
1656
Financial Enhancement Group
Indiana
-$412K -991 Closed
CST
1657
Charles Schwab Trust
Nevada
-$427K -982 Closed
JIP
1658
Jaffetilchin Investment Partners
Florida
-$401K -923 Closed
SCP
1659
Sivia Capital Partners
California
-$392K -902 Closed
KRW
1660
Kaufman Rossin Wealth
Florida
-$382K -879 Closed
PCA
1661
Prosperity Capital Advisors
Ohio
-$372K -860 Closed
PA
1662
PharVision Advisers
Florida
-$369K -849 Closed
CCB
1663
Country Club Bank
Missouri
-$362K -839 Closed
HA
1664
Harfst & Associates
Wyoming
-$349K -803 Closed
PA
1665
Procyon Advisors
Connecticut
-$345K -794 Closed
GWANC
1666
Guardian Wealth Advisors (North Carolina)
North Carolina
-$342K -787 Closed
KFP
1667
KMG Fiduciary Partners
Ohio
-$340K -782 Closed
SQA
1668
Simon Quick Advisors
New Jersey
-$336K -773 Closed
GCM
1669
Genus Capital Management
British Columbia, Canada
-$331K -760 Closed
MWM
1670
Meridian Wealth Management
Kentucky
-$326K -748 Closed
SAG
1671
SageView Advisory Group
California
-$312K -718 Closed
NW
1672
NewEdge Wealth
Pennsylvania
-$311K -714 Closed
GLA
1673
Good Life Advisors
Pennsylvania
-$309K -710 Closed
DTL
1674
Dynamic Technology Lab
Singapore
-$303K -696 Closed
AWM
1675
Aviso Wealth Management
Washington
-$299K -688 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.