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Elevance Health
ELV

Overview Fund Activity

1,562 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, 599 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-74
Holders Change %
-4.52%
% of All Funds
20.93%
Holding in Top 10
32
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25.58%
% of All Funds
0.43%
New
142
Increased
590
Reduced
599
Closed
181
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$569M
2
Sanders Capital
Sanders Capital
Florida
+$448M
3
Capital International Investors
Capital International Investors
California
+$362M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
+$293M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$274M

Top Sellers

1
EIG
EdgePoint Investment Group
Ontario, Canada
-$563M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$411M
3
BlackRock
BlackRock
New York
-$349M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$268M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
776
Smithbridge Asset Management
Pennsylvania
$949K -$72.3K -186 -7%
KCM
777
Kennedy Capital Management
Missouri
$948K -$2.9M -7,465 -75%
SC
778
SummitTX Capital
Texas
$944K +$944K +2,426 New
PP
779
PDS Planning
Ohio
$942K +$161K +414 +21%
PAMG
780
Patton Albertson Miller Group
Tennessee
$939K +$1.95K +5 +0.2%
MYAM
781
Meiji Yasuda Asset Management
Japan
$930K -$702K -1,804 -43%
TWM
782
Trueblood Wealth Management
Ohio
$919K -$389 -1 -0%
FT
783
Fiduciary Trust
Massachusetts
$917K +$102K +262 +13%
MC
784
Matisse Capital
Oregon
$914K – – –
SCM
785
Shelton Capital Management
Colorado
$913K -$5.83K -15 -0.6%
ACM
786
Aljian Capital Management
Nevada
$904K -$37.7K -97 -4%
Capstone Investment Advisors
787
Capstone Investment Advisors
New York
$902K +$354K +909 +64%
BWM
788
Buckley Wealth Management
Nevada
$902K – – –
AIM
789
Acropolis Investment Management
Missouri
$901K -$19.8K -51 -2%
KCM
790
Kathmere Capital Management
Pennsylvania
$896K -$146K -375 -14%
SFFS
791
Stonehage Fleming Financial Services
Jersey
$891K +$891K +2,292 New
JSW
792
Journey Strategic Wealth
New Jersey
$890K +$137K +351 +18%
PA
793
Parallel Advisors
California
$888K -$196K -503 -18%
LFA
794
Legacy Financial Advisors
Kentucky
$884K +$559K +1,436 +172%
KWMG
795
King Wealth Management Group
Florida
$883K -$580K -1,491 -40%
BIG
796
Brooklyn Investment Group
New York
$879K +$18.7K +48 +2%
BOM
797
Bank of Marin
California
$873K +$286K +735 +49%
UB
798
UMB Bank
Missouri
$868K -$257K -662 -23%
SC
799
Soundwatch Capital
Connecticut
$867K +$867K +1,405 New
FSA
800
Financial Security Advisor
Virginia
$866K +$1.56K +4 +0.2%
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32
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