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Elevance Health

1,568 hedge funds and large institutions have $79.2B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 602 reducing their positions, and 183 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: $87.1B → $79.2B (-$7.81B)

22% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 183

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,568
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
CIS
1676
Custom Index Systems
New York
MGWM
1677
Marks Group Wealth Management
Minnesota
WJWM
1678
Williams Jones Wealth Management
New York
NAS
1679
Nicolet Advisory Services
Wisconsin
WCM
1680
Winebrenner Capital Management
Kentucky
LPFG
1681
Landing Point Financial Group
Ohio
SWA
1682
Stratos Wealth Advisors
Ohio
AL
1683
Aspiriant LLC
California
BHWM
1684
Bar Harbor Wealth Management
New Hampshire
PCS
1685
Personal CFO Solutions
New Jersey
TW
1686
Traveka Wealth
California
SFS
1687
Security Financial Services
Indiana
OAM
1688
Occidental Asset Management
California
SFC
1689
SYM Financial Corp
Indiana
TWM
1690
Thrive Wealth Management
Pennsylvania
MWM
1691
Maridea Wealth Management
New York
MCCA
1692
Mill Creek Capital Advisors
Pennsylvania
OWM
1693
Orgel Wealth Management
Wisconsin
FPCG
1694
Forum Private Client Group
Indiana
TF
1695
Tudor Financial
Ohio
WT
1696
Washington Trust
Rhode Island
TCOK
1697
Trust Company of Kansas
Kansas
WC
1698
Weil Company
California
EWA
1699
Exencial Wealth Advisors
Oklahoma
SRC
1700
Sage Rhino Capital
California