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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 %
PTC
1226
Petrus Trust Company
Texas
$249K -$135K -346 -35%
MAM
1227
Marotta Asset Management
Virginia
$249K -$389 -1 -0.2%
SIC
1228
Shoker Investment Counsel
Ohio
$248K – – –
VFPW
1229
Vantage Financial Partners (Wisconsin)
Wisconsin
$247K +$1.17K +3 +0.5%
TPA
1230
Trivium Point Advisory
Connecticut
$245K +$28K +72 +13%
AWM
1231
Accurate Wealth Management
Florida
$245K +$11.4K +33 +5%
AC
1232
Addison Capital
Pennsylvania
$244K – – –
CAM
1233
Cozad Asset Management
Illinois
$244K -$18.7K -48 -7%
FCM
1234
Fire Capital Management
California
$243K – – –
WCM
1235
Washington Capital Management
Washington
$243K – – –
FPCP
1236
Fort Point Capital Partners
California
$243K -$45.1K -116 -16%
PWMG
1237
Prestige Wealth Management Group
New Jersey
$242K +$15.2K +39 +7%
BFS
1238
Bradley Foster & Sargent
Connecticut
$242K +$33.8K +87 +16%
FA
1239
Fountainhead AM
New Jersey
$242K +$242K +621 New
CFO
1240
CVA Family Office
Colorado
$242K +$22.9K +59 +10%
PWM
1241
Pines Wealth Management
North Carolina
$241K +$55K +158 +29%
ITIM
1242
Indiana Trust & Investment Management
Indiana
$241K – – –
KA
1243
Kovack Advisors
Florida
$240K -$1.56K -4 -0.6%
FB
1244
First Bancorp
Maine
$240K – – –
PCM
1245
Polymer Capital Management
New York
$240K +$240K +618 New
EH
1246
Equitable Holdings
New York
$240K +$240K +618 New
EW
1247
Evoke Wealth
California
$240K -$63.4K -163 -21%
TFA
1248
Transamerica Financial Advisors
Florida
$239K +$73.1K +188 +44%
AFT
1249
Alpha Family Trust
California
$239K +$239K +615 New
OL
1250
OneFund LLC
Florida
$237K -$1.17K -3 -0.5%
48 49
50
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