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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
BOPW
1676
Brandywine Oak Private Wealth
Pennsylvania
Fisher Asset Management
1677
Fisher Asset Management
Washington
CPA
1678
Capital Performance Advisors
California
DI
1679
Diligent Investors
California
BAM
1680
Blueshift Asset Management
New Jersey
KOC
1681
Koss-Olinger Consulting
Florida
IDA
1682
Intelligence Driven Advisers
California
CIS
1683
Custom Index Systems
New York
CCA
1684
Carrera Capital Advisors
Michigan
MGWM
1685
Marks Group Wealth Management
Minnesota
NAS
1686
Nicolet Advisory Services
Wisconsin
WJWM
1687
Williams Jones Wealth Management
New York
WCM
1688
Winebrenner Capital Management
Kentucky
SWA
1689
Stratos Wealth Advisors
Ohio
LPFG
1690
Landing Point Financial Group
Ohio
AL
1691
Aspiriant LLC
California
BHWM
1692
Bar Harbor Wealth Management
New Hampshire
PCS
1693
Personal CFO Solutions
New Jersey
SFS
1694
Security Financial Services
Indiana
TW
1695
Traveka Wealth
California
OAM
1696
Occidental Asset Management
California
SFC
1697
SYM Financial Corp
Indiana
TWM
1698
Thrive Wealth Management
Pennsylvania
MWM
1699
Maridea Wealth Management
New York
MCCA
1700
Mill Creek Capital Advisors
Pennsylvania