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Elevance Health

1,596 hedge funds and large institutions have $76.6B invested in Elevance Health in 2026 Q2 according to their latest regulatory filings, with 262 funds opening new positions, 589 increasing their positions, 540 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 262 | Existing positions closed: 104

34% more capital invested

Capital invested by funds: $57B → $76.6B (+$19.6B)

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

14% more call options, than puts

Call options by funds: $543M | Put options by funds: $475M

9% more funds holding

Funds holding: 1,4681,596 (+128)

3.27% more ownership

Funds ownership: 88.27%91.54% (+3.3%)

9% more repeat investments, than reductions

Existing positions increased: 589 | Existing positions reduced: 540

Holders
1,596
Holders Change
+128
Holders Change %
+8.72%
% of All Funds
19.28%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.31%
New
262
Increased
589
Reduced
540
Closed
104
Calls
$543M
Puts
$475M
Net Calls
+$67.6M
Net Calls Change
-$192M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
1676
Ramirez Asset Management
New York
-$58.5K -200 Closed
WSFG
1677
Wall Street Financial Group
Illinois
-$46.8K -160 Closed
RFP
1678
Root Financial Partners
California
-$43.6K -149 Closed
SR
1679
Syntax Research
Florida
-$35.7K -122 Closed
DWP
1680
Destiny Wealth Partners
Florida
-$32.2K -110 Closed
TPWA
1681
Twin Peaks Wealth Advisors
California
-$30.7K -105 Closed
OWA
1682
Opal Wealth Advisors
New York
-$22K -75 Closed
SA
1683
Scarborough Advisors
Maryland
-$22K -75 Closed
AGWCA
1684
Annis Gardner Whiting Capital Advisors
Florida
-$21.1K -72 Closed
WFA
1685
Wedbush Fund Advisers
California
-$14.9K -51 Closed
FFL
1686
Financial Freedom LLC
Ohio
-$14.7K -50 Closed
CCM
1687
Chilton Capital Management
Texas
-$10.8K -37 Closed
LWMI
1688
Legacy Wealth Management (Idaho)
Idaho
-$8.49K -29 Closed
VERPA
1689
Virginia Estate & Retirement Planning Advisors
Virginia
-$7.12K -25 Closed
EA
1690
Evergreen Advisors
Tennessee
-$6.73K -23 Closed
BONH
1691
Bank of New Hampshire
New Hampshire
-$5.86K -20 Closed
WA
1692
Whipplewood Advisors
Colorado
-$4.98K -17 Closed
LAS
1693
Lloyd Advisory Services
Georgia
-$4.42K -15 Closed
CFG
1694
Clayton Financial Group
Missouri
-$3.81K -13 Closed
ACM
1695
Aster Capital Management
United Arab Emirates
-$5.22K -12 Closed
PWA
1696
Portus Wealth Advisors
North Carolina
-$3.51K -12 Closed
CC
1697
Corsicana & Co
Texas
-$3.04K -7 Closed
GWSA
1698
Global Wealth Strategies & Associates
Colorado
-$2.05K -7 Closed
WIM
1699
Westside Investment Management
California
-$878 -3 Closed
TWM
1700
TopTier Wealth Management
Wisconsin
-$586 -2 Closed

ELV Hedge Fund Activity: Q2 2026 in Review

1,596 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2026, worth a combined $76.6B — up 34% from $57B a quarter earlier.

Buyers outnumbered sellers: 262 funds opened new ELV positions and 104 closed out — a net gain of 158 holders — while 589 added to existing stakes and 540 trimmed.

The largest buyer was Citigroup, adding an estimated $689M. The largest seller was Amundi, cutting an estimated $389M.

  • 1,596 institutional investors held Elevance Health (ELV) as of Q2 2026, up from 1,468 in Q1 2026.
  • Funds reported $76.6B of Elevance Health stock for Q2 2026, up 34% quarter-over-quarter.
  • 262 funds opened new Elevance Health positions in Q2 2026 and 104 closed out, a net change of +158 holders.
  • The largest Elevance Health buyer in Q2 2026 was Citigroup, an estimated $689M added.
  • The largest Elevance Health seller in Q2 2026 was Amundi, an estimated $389M sold.

Based on aggregated 13F filings for Q2 2026.