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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
GWANC
1651
Guardian Wealth Advisors (North Carolina)
North Carolina
KFP
1652
KMG Fiduciary Partners
Ohio
SQA
1653
Simon Quick Advisors
New Jersey
GCM
1654
Genus Capital Management
British Columbia, Canada
MWM
1655
Meridian Wealth Management
Kentucky
SAG
1656
SageView Advisory Group
California
NW
1657
NewEdge Wealth
Pennsylvania
GLA
1658
Good Life Advisors
Pennsylvania
DTL
1659
Dynamic Technology Lab
Singapore
AWM
1660
Aviso Wealth Management
Washington
AI
1661
AXS Investments
New York
DAS
1662
Diversify Advisory Services
Utah
PPW
1663
Parcion Private Wealth
Washington
FFA
1664
Founders Financial Alliance
North Carolina
SMA
1665
Seven Mile Advisory
New Jersey
CWA
1666
Cura Wealth Advisors
Illinois
TPI
1667
Trust Point Inc
Wisconsin
JF
1668
Jump Financial
Illinois
EA
1669
Everpar Advisors
Oklahoma
RZH
1670
Relyea Zuckerberg Hanson
Connecticut
RFA
1671
ROI Financial Advisors
Oregon
CT
1672
Chicago Trust
Illinois
AWM
1673
Ariadne Wealth Management
California
BOSSRA
1674
B.O.S.S. Retirement Advisors
Utah
TFF
1675
The Family Firm
Maryland