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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
AI
1676
AXS Investments
New York
-$296K -681 Closed
DAS
1677
Diversify Advisory Services
Utah
-$277K -669 Closed
PPW
1678
Parcion Private Wealth
Washington
-$289K -664 Closed
FFA
1679
Founders Financial Alliance
North Carolina
-$289K -663 Closed
SMA
1680
Seven Mile Advisory
New Jersey
-$287K -660 Closed
CWA
1681
Cura Wealth Advisors
Illinois
-$274K -631 Closed
TPI
1682
Trust Point Inc
Wisconsin
-$271K -622 Closed
JF
1683
Jump Financial
Illinois
-$270K -621 Closed
EA
1684
Everpar Advisors
Oklahoma
-$264K -608 Closed
RZH
1685
Relyea Zuckerberg Hanson
Connecticut
-$258K -593 Closed
RFA
1686
ROI Financial Advisors
Oregon
-$256K -589 Closed
AWM
1687
Ariadne Wealth Management
California
-$237K -587 Closed
CT
1688
Chicago Trust
Illinois
-$255K -587 Closed
BOSSRA
1689
B.O.S.S. Retirement Advisors
Utah
-$254K -585 Closed
TFF
1690
The Family Firm
Maryland
-$253K -581 Closed
BOPW
1691
Brandywine Oak Private Wealth
Pennsylvania
-$251K -577 Closed
Fisher Asset Management
1692
Fisher Asset Management
Washington
-$249K -571 Closed
CPA
1693
Capital Performance Advisors
California
-$247K -567 Closed
DI
1694
Diligent Investors
California
-$236K -542 Closed
BAM
1695
Blueshift Asset Management
New Jersey
-$233K -536 Closed
KOC
1696
Koss-Olinger Consulting
Florida
-$232K -534 Closed
IDA
1697
Intelligence Driven Advisers
California
-$229K -526 Closed
CCA
1698
Carrera Capital Advisors
Michigan
-$228K -525 Closed
CIS
1699
Custom Index Systems
New York
-$228K -525 Closed
MGWM
1700
Marks Group Wealth Management
Minnesota
-$228K -524 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.