ELV icon

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 %
DWM
951
Defined Wealth Management
Oregon
$518K -$8.17K -21 -2%
CI
952
Conning Inc
Connecticut
$516K -$10.9K -28 -2%
HB
953
Horizon Bancorp
Indiana
$516K -$20.2K -52 -4%
CWS
954
Confluence Wealth Services
Pennsylvania
$515K – – –
APWA
955
Atlas Private Wealth Advisors
New Jersey
$512K -$6.23K -16 -1%
WANY
956
Wealthspire Advisors (New York)
New York
$511K +$277K +712 +118%
AWM
957
Avior Wealth Management
Nebraska
$510K -$389 -1 -0.1%
JCM
958
Jacobi Capital Management
Pennsylvania
$510K +$96.1K +247 +23%
SIC
959
Salem Investment Counselors
North Carolina
$510K – – –
FB
960
Finward Bancorp
Indiana
$507K – – –
IC
961
Iconiq Capital
California
$506K +$12.1K +31 +2%
Dodge & Cox
962
Dodge & Cox
California
$506K +$38.9K +100 +8%
CFM
963
Catalyst Funds Management
Australia
$506K +$506K +1,300 New
FCG
964
Fielder Capital Group
Tennessee
$505K -$78.6K -202 -13%
FPAS
965
Focus Partners Advisor Solutions
Missouri
$504K -$508K -1,311 -50%
SQA
966
Simon Quick Advisors
New Jersey
$504K +$203K +523 +68%
LA
967
Lifeworks Advisors
Michigan
$504K +$19.8K +51 +4%
SAM
968
Sompo Asset Management
Japan
$502K +$27.2K +70 +6%
HWMG
969
Hurlow Wealth Management Group
Indiana
$501K +$389 +1 +0.1%
TFIPS
970
Towarzystwo Funduszy Inwestycyjnych PZU SA
$498K +$3.11K +8 +0.6%
CRI
971
Colonial River Investments
Virginia
$497K -$4.15K -12 -0.8%
EFG
972
Everhart Financial Group
Ohio
$495K +$31.9K +82 +7%
CWM
973
Compass Wealth Management
Connecticut
$493K – – –
SWM
974
SeaCrest Wealth Management
New York
$493K -$469K -1,206 -49%
LRIA
975
Leonard Rickey Investment Advisors
Washington
$493K +$31.9K +82 +7%
37 38
39
40 41