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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
LWANC
1751
Laurel Wealth Advisors (North Carolina)
North Carolina
-$23.5K -54 Closed
EB
1752
Eastern Bank
Massachusetts
-$22.6K -52 Closed
PA
1753
PSI Advisors
Florida
-$22.6K -52 Closed
KOCAA
1754
Knights of Columbus Asset Advisors
Connecticut
-$20.9K -48 Closed
AF
1755
Atala Financial
California
-$13K -30 Closed
ACM
1756
Accent Capital Management
Ohio
-$12.6K -29 Closed
MHR
1757
Matthew Hamilton Rosenberg
-$10.9K -25 Closed
RTL
1758
Red Tortoise LLC
Georgia
-$10.4K -24 Closed
MMCM
1759
Murphy & Mullick Capital Management
New York
-$10K -23 Closed
TCM
1760
TruNorth Capital Management
Michigan
-$10K -23 Closed
DWM
1761
Darwin Wealth Management
Florida
-$3.69K -10 Closed
OA
1762
Operose Advisors
Wisconsin
-$4.35K -10 Closed
EWA
1763
EQ Wealth Advisors
Texas
-$3.48K -8 Closed
ETS
1764
ESL Trust Services
New York
-$3.48K -8 Closed
WW
1765
Winnow Wealth
Texas
-$3.19K -8 Closed
FPF
1766
First Pacific Financial
Washington
-$3.04K -7 Closed
SIM
1767
Synergy Investment Management
Florida
-$3.04K -7 Closed
FAM
1768
Flaharty Asset Management
Florida
-$2.61K -6 Closed
MTIC
1769
Missouri Trust & Investment Company
Missouri
-$2.17K -5 Closed
PP
1770
Pacifica Partners
Canada
-$2.26K -5 Closed
SFGP
1771
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$2.17K -5 Closed
CAM
1772
Chesapeake Asset Management
New York
-$1.74K -4 Closed
HHGA
1773
Halbert Hargrove Global Advisors
California
-$1.59K -4 Closed
PIS
1774
POM Investment Strategies
North Carolina
-$1.74K -4 Closed
BMC
1775
Bear Mountain Capital
Washington
-$831 -2 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.