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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
826
Smartleaf Asset Management
Massachusetts
$768K -$56.8K -149 -7%
NW
827
Naviter Wealth
Arkansas
$767K -$140K -360 -15%
ECM
828
Eisler Capital Management
United Kingdom
$765K -$179K -459 -19%
PDL
829
Portfolio Design Labs
California
$759K -$837K -2,153 -52%
CF
830
Convergence Financial
Missouri
$752K +$80.1K +206 +12%
SCI
831
S&CO Inc
Massachusetts
$751K – – –
GL
832
Graypoint LLC
New York
$748K -$118K -304 -14%
FMC
833
First Merchants Corp
Indiana
$744K – – –
MWM
834
Modern Wealth Management
Kansas
$743K -$47.9K -123 -6%
WH
835
Willner & Heller
California
$739K -$18.3K -47 -2%
SPC
836
Sigma Planning Corp
Michigan
$737K -$116K -299 -14%
AIIMS
837
Analyst IMS Investment Management Services
Israel
$737K – – –
NP
838
Nilsine Partners
Colorado
$735K -$16.3K -42 -2%
CIA
839
Concurrent Investment Advisors
Florida
$731K -$120K -309 -14%
JIR
840
James Investment Research
Ohio
$731K -$63K -162 -8%
VAS
841
Vestmark Advisory Solutions
Massachusetts
$730K +$730K +1,877 New
RA
842
RFG Advisory
Alabama
$729K -$27.6K -71 -4%
PWMAG
843
Pinnacle Wealth Management Advisory Group
New Jersey
$729K +$111K +286 +18%
FFG
844
Frisch Financial Group
New York
$728K +$3.11K +8 +0.4%
TFG
845
Taylor Financial Group
Virginia
$725K – – –
RIA
846
Richwood Investment Advisors
Ohio
$722K -$62.2K -160 -8%
GC
847
Garde Capital
Washington
$720K – – –
SWM
848
Sendero Wealth Management
Texas
$716K +$23.7K +61 +3%
1SB
849
1ST Source Bank
Indiana
$711K -$12.1K -31 -2%
BCM
850
Blume Capital Management
California
$710K -$3.82M -9,811 -84%
32 33
34
35 36