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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 %
DJSG
926
D.J. St. Germain
Massachusetts
$567K +$236K +608 +72%
SFS
927
Sowell Financial Services
Arkansas
$562K -$34.6K -89 -6%
DCM
928
Donaldson Capital Management
Indiana
$561K +$389 +1 +0.1%
AWM
929
Axxcess Wealth Management
California
$558K +$119K +305 +27%
BAM
930
Berkshire Asset Management
Pennsylvania
$558K -$298K -765 -35%
BWP
931
Burling Wealth Partners
Illinois
$552K -$820K -2,109 -60%
CGL
932
Clarius Group LLC
Washington
$552K -$371K -954 -40%
CFG
933
Citizens Financial Group
Rhode Island
$551K -$109K -281 -17%
GKWIM
934
Gerber Kawasaki Wealth & Investment Management
California
$550K +$249K +640 +83%
PI
935
PFG Investments
New York
$548K +$27.2K +70 +5%
GTAM
936
Global Trust Asset Management
Florida
$546K -$41.6K -107 -7%
SRC
937
Shufro Rose & Co
New York
$544K – – –
BC
938
Bayforest Capital
United Kingdom
$537K +$399K +1,025 +288%
VAG
939
VisionPoint Advisory Group
Texas
$537K +$1.95K +5 +0.4%
CAS
940
CTC Alternative Strategies
Illinois
$537K +$537K +1,380 New
AWM
941
Arista Wealth Management
Nevada
$537K +$537K +1,380 New
KIM
942
Kestra Investment Management
Texas
$531K +$290K +709 +121%
AFW
943
Avantra Family Wealth
Pennsylvania
$531K -$72K -185 -12%
THCM
944
Taylor Hoffman Capital Management
Virginia
$529K -$11.7K -30 -2%
KFA
945
Kapstone Financial Advisors
Ohio
$527K -$9.34K -24 -2%
HI
946
Humankind Investments
New York
$525K -$169K -435 -24%
HHRDM
947
H&H Retirement Design & Management
Nevada
$521K +$49.2K +178 +10%
DW30
948
Drucker Wealth 3.0
New Jersey
$519K -$377K -1,088 -42%
GIM
949
Goelzer Investment Management
Indiana
$518K +$198K +508 +62%
ACM
950
Advisors Capital Management
New Jersey
$518K +$68.5K +176 +15%
36 37
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