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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 %
EWM
851
Empirical Wealth Management
Washington
$708K +$17.1K +44 +2%
Fuller & Thaler Asset Management
852
Fuller & Thaler Asset Management
California
$708K – – –
APW
853
Austin Private Wealth
Texas
$706K -$70K -180 -9%
PC
854
Permanens Capital
New York
$706K +$159K +408 +29%
PCM
855
PenderFund Capital Management
British Columbia, Canada
$700K – – –
DP
856
Dearborn Partners
Illinois
$693K +$693K +1,781 New
LTAS
857
Linden Thomas Advisory Services
North Carolina
$688K +$70.4K +181 +11%
TFA
858
Tranquilli Financial Advisor
New Jersey
$688K +$86.7K +223 +14%
MA
859
Mutual Advisors
Nebraska
$685K +$99.7K +345 +17%
HT
860
Heritage Trust
Oklahoma
$685K +$2.72K +7 +0.4%
SFM
861
Systematic Financial Management
New Jersey
$685K – – –
I
862
InvesTrust
Oklahoma
$684K – – –
RBI
863
Raiffeisen Bank International
Austria
$683K -$160K -427 -19%
NG
864
Novem Group
New York
$678K +$61K +157 +10%
KFSC
865
Keystone Financial Services (Colorado)
Colorado
$676K +$101K +260 +18%
QC
866
Quantessence Capital
New York
$673K -$300K -771 -31%
CTC
867
Central Trust Company
Missouri
$672K +$17.9K +46 +3%
QI
868
Qtron Investments
Massachusetts
$671K -$318K -817 -32%
AC
869
Apella Capital
Connecticut
$668K -$694 -2 -0.1%
FB
870
Fulton Bank
Pennsylvania
$667K +$68.5K +176 +11%
FGWP
871
Founders Grove Wealth Partners
Virginia
$666K – – –
OPTFSNA
872
Old Point Trust & Financial Services N A
Virginia
$664K +$54.5K +140 +9%
HKIMG
873
Hutchens & Kramer Investment Management Group
Indiana
$661K +$471K +1,190 +248%
GWA
874
Gratus Wealth Advisors
Virginia
$660K – – –
DA
875
Detalus Advisors
Missouri
$659K – – –
33 34
35
36 37