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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
NAS
1701
Nicolet Advisory Services
Wisconsin
-$223K -512 Closed
WJWM
1702
Williams Jones Wealth Management
New York
-$223K -512 Closed
WCM
1703
Winebrenner Capital Management
Kentucky
-$221K -508 Closed
LPFG
1704
Landing Point Financial Group
Ohio
-$219K -504 Closed
SWA
1705
Stratos Wealth Advisors
Ohio
-$220K -504 Closed
AL
1706
Aspiriant LLC
California
-$218K -502 Closed
BHWM
1707
Bar Harbor Wealth Management
New Hampshire
-$217K -500 Closed
PCS
1708
Personal CFO Solutions
New Jersey
-$217K -499 Closed
SFS
1709
Security Financial Services
Indiana
-$216K -497 Closed
TW
1710
Traveka Wealth
California
-$216K -497 Closed
OAM
1711
Occidental Asset Management
California
-$216K -496 Closed
SFC
1712
SYM Financial Corp
Indiana
-$214K -493 Closed
TWM
1713
Thrive Wealth Management
Pennsylvania
-$214K -492 Closed
MWM
1714
Maridea Wealth Management
New York
-$213K -490 Closed
MCCA
1715
Mill Creek Capital Advisors
Pennsylvania
-$212K -488 Closed
OWM
1716
Orgel Wealth Management
Wisconsin
-$211K -485 Closed
FPCG
1717
Forum Private Client Group
Indiana
-$210K -484 Closed
TF
1718
Tudor Financial
Ohio
-$210K -483 Closed
WT
1719
Washington Trust
Rhode Island
-$210K -483 Closed
FAFN
1720
First Affirmative Financial Network
Colorado
-$208K -479 Closed
TCOK
1721
Trust Company of Kansas
Kansas
-$207K -475 Closed
WC
1722
Weil Company
California
-$205K -472 Closed
EWA
1723
Exencial Wealth Advisors
Oklahoma
-$204K -469 Closed
SRC
1724
Sage Rhino Capital
California
-$202K -464 Closed
PFM
1725
Phillips Financial Management
Indiana
-$201K -463 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.