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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
OWM
1701
Orgel Wealth Management
Wisconsin
FPCG
1702
Forum Private Client Group
Indiana
WT
1703
Washington Trust
Rhode Island
TF
1704
Tudor Financial
Ohio
FAFN
1705
First Affirmative Financial Network
Colorado
TCOK
1706
Trust Company of Kansas
Kansas
WC
1707
Weil Company
California
EWA
1708
Exencial Wealth Advisors
Oklahoma
SRC
1709
Sage Rhino Capital
California
PFM
1710
Phillips Financial Management
Indiana
WIA
1711
Wetzel Investment Advisors
Indiana
GC
1712
Grimes & Company
Massachusetts
BC
1713
Brio Consultants
California
SB
1714
Strategic Blueprint
Georgia
MG
1715
Mather Group
Illinois
WEG
1716
World Equity Group
Illinois
A
1717
AlphaQuest
New York
AF
1718
Abound Financial
California
CAWM
1719
Capital A Wealth Management
Pennsylvania
PAS
1720
Point72 Asia (Singapore)
Singapore
QL
1721
Quarry LP
New York
WAG
1722
Wiser Advisor Group
Arizona
WF
1723
Wayfinding Financial
Washington
PD
1724
Point72 (DIFC)
United Arab Emirates
WAOTB
1725
Wealth Advisors of Tampa Bay
Florida