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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
PFM
1701
Phillips Financial Management
Indiana
WIA
1702
Wetzel Investment Advisors
Indiana
GC
1703
Grimes & Company
Massachusetts
BC
1704
Brio Consultants
California
SB
1705
Strategic Blueprint
Georgia
MG
1706
Mather Group
Illinois
WEG
1707
World Equity Group
Illinois
A
1708
AlphaQuest
New York
AF
1709
Abound Financial
California
CAWM
1710
Capital A Wealth Management
Pennsylvania
PAS
1711
Point72 Asia (Singapore)
Singapore
QL
1712
Quarry LP
New York
WAG
1713
Wiser Advisor Group
Arizona
WF
1714
Wayfinding Financial
Washington
PD
1715
Point72 (DIFC)
United Arab Emirates
WAOTB
1716
Wealth Advisors of Tampa Bay
Florida
GLF
1717
Groupe la Francaise
France
WPA
1718
West Paces Advisors
Georgia
BCM
1719
Berbice Capital Management
New York
SCB
1720
Saudi Central Bank
Saudi Arabia
SVCP
1721
Silicon Valley Capital Partners
California
RTC
1722
Riverview Trust Company
Washington
CWC
1723
Carolinas Wealth Consulting
North Carolina
APW
1724
Acima Private Wealth
Virginia
GFPC
1725
Global Financial Private Client
Florida