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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 %
SIC
1076
Samalin Investment Counsel
New York
$352K -$15.2K -39 -4%
PHAM
1077
Palisades Hudson Asset Management
Florida
$352K -$27.6K -71 -7%
DI
1078
Disciplined Investors
Texas
$352K -$389 -1 -0.1%
HS
1079
Horan Securities
United States
$350K – – –
FHA
1080
First Horizon Advisors
Tennessee
$350K +$23K +59 +7%
LSV Asset Management
1081
LSV Asset Management
Illinois
$350K -$15.6K -40 -4%
SCI
1082
Stableford Capital II
Arizona
$348K -$882K -3,051 -72%
FFA
1083
First Foundation Advisors
California
$347K -$61.8K -159 -15%
SSC
1084
Syverson Strege & Co
Iowa
$347K +$347K +893 New
LA
1085
Latitude Advisors
Florida
$346K -$1.56K -4 -0.4%
WWM
1086
Western Wealth Management
Colorado
$346K -$10.5K -27 -3%
Simplex Trading
1087
Simplex Trading
Illinois
$346K -$353K -908 -50%
BBA
1088
Baader Bank Aktiengesellschaft
Germany
$345K +$345K +893 New
VIA
1089
Victrix Investment Advisors
Florida
$345K +$345K +887 New
FWP
1090
Forefront Wealth Partners
Texas
$343K +$67.9K +184 +25%
NGA
1091
Naples Global Advisors
Florida
$343K -$23.3K -60 -6%
AOWM
1092
Alpha Omega Wealth Management
Virginia
$342K -$20.6K -53 -6%
EFP
1093
Elser Financial Planning
Indiana
$342K -$1.56K -4 -0.5%
GWM
1094
GSB Wealth Management
Connecticut
$341K -$1.17K -3 -0.3%
TCA
1095
Transcend Capital Advisors
New Jersey
$341K +$21K +54 +7%
RPGNY
1096
Retirement Planning Group (New York)
New York
$340K +$1.56K +4 +0.5%
IAS
1097
Insigneo Advisory Services
Florida
$339K +$4.28K +11 +1%
PCA
1098
Prosperity Capital Advisors
Ohio
$339K +$4.28K +11 +1%
CWM
1099
Circle Wealth Management
New Jersey
$338K -$389 -1 -0.1%
KWM
1100
KFG Wealth Management
Indiana
$338K -$36.2K -93 -10%
42 43
44
45 46