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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 %
AC
876
Avestar Capital
New York
$658K +$270K +695 +70%
CRC
877
Curi RMB Capital
Illinois
$655K +$655K +1,683 New
OWA
878
Outlook Wealth Advisors
Texas
$653K +$1.95K +5 +0.3%
HI
879
Harbour Investments
Wisconsin
$652K -$24.1K -62 -4%
BF
880
Brogan Financial
Tennessee
$652K +$2.72K +7 +0.4%
GM
881
GeoWealth Management
Illinois
$650K -$40.1K -103 -6%
AO
882
Advisor OS
Illinois
$650K +$418K +1,075 +181%
HCM
883
Howard Capital Management
Georgia
$645K +$133K +341 +26%
FFO
884
Fiduciary Family Office
Florida
$641K +$86K +221 +15%
BHBT
885
Burke & Herbert Bank & Trust
Virginia
$640K – – –
RA
886
Ruggaard & Associates
Ohio
$639K -$2.33K -6 -0.4%
II
887
Impact Investors
California
$638K +$24.5K +63 +4%
GT
888
Glenview Trust
Kentucky
$630K +$185K +475 +42%
PTC
889
Private Trust Company
Ohio
$628K -$6.22K -16 -1%
VT
890
Volterra Technologies
New York
$627K +$627K +1,613 New
MT
891
Midwest Trust
Kansas
$627K +$627K +1,611 New
LI
892
LRI Investments
Florida
$625K -$24.1K -62 -4%
WA
893
Wealth Alliance
New York
$621K +$156K +401 +34%
PL
894
Plancorp LLC
Missouri
$621K +$8.17K +21 +1%
EI
895
Ellevest Inc
New York
$618K +$37.7K +97 +6%
BB
896
Busey Bank
Illinois
$618K +$389 +1 +0.1%
SWP
897
Sagespring Wealth Partners
Tennessee
$615K +$93.7K +241 +18%
UCB
898
United Community Bank
South Carolina
$615K -$75.1K -193 -11%
AAP
899
Arax Advisory Partners
Colorado
$613K +$18.6K +45 +3%
BRWA
900
B. Riley Wealth Advisors
Florida
$612K +$612K +1,574 New
34 35
36
37 38