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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 %
MFIM
1051
Mesirow Financial Investment Management
Illinois
$385K +$87.3K +224 +29%
FWTB
1052
First Western Trust Bank
Colorado
$384K -$12.8K -33 -3%
RCA
1053
Resonant Capital Advisors
Wisconsin
$382K +$165K +423 +76%
EHC
1054
Everett Harris & Co
California
$382K – – –
APG
1055
Abacus Planning Group
South Carolina
$381K +$48.6K +125 +15%
FTC
1056
Farmers Trust Company
Ohio
$379K – – –
FFC
1057
First Financial Corp
Indiana
$378K – – –
IBOK
1058
Independence Bank of Kentucky
Kentucky
$378K +$9.72K +25 +3%
OWA
1059
Octavia Wealth Advisors
Ohio
$377K -$31.5K -81 -8%
FFBTD
1060
First Financial Bank - Trust Division
Ohio
$374K -$19.8K -51 -5%
AI
1061
Accredited Investors
Minnesota
$371K -$71.2K -183 -16%
SAI
1062
Systematic Alpha Investments
New Jersey
$368K – – –
W
1063
Wealthquest
Ohio
$364K -$3.89K -10 -1%
OQS
1064
Occudo Quantitative Strategies
Florida
$363K +$363K +934 New
BTWM
1065
Brass Tax Wealth Management
Ohio
$363K -$1.56K -4 -0.4%
CWS
1066
Cypress Wealth Services
California
$362K -$14.8K -38 -4%
BPCE
1067
Bank Pictet & Cie (Europe)
Germany
$361K +$118K +304 +49%
CIAS
1068
Capital Investment Advisory Services
North Carolina
$361K -$26.1K -67 -7%
GS
1069
GTS Securities
New York
$360K -$413K -1,063 -53%
BMO
1070
Beck Mack & Oliver
New York
$360K +$55.2K +142 +18%
FMTCOCP
1071
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$359K -$33.1K -85 -8%
RDFA
1072
Ritter Daniher Financial Advisory
Ohio
$359K – – –
PWPS
1073
Pinnacle Wealth Planning Services
Ohio
$358K +$66.9K +172 +23%
CAM
1074
Campion Asset Management
Virginia
$356K -$7.78K -20 -2%
WAS
1075
Wealth Advisory Solutions
Indiana
$353K – – –
41 42
43
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