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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 %
EGA
1301
E&G Advisors
Texas
$206K – – –
CCM
1302
Crew Capital Management
Ohio
$206K -$19.1K -49 -8%
KFS
1303
Kelly Financial Services
Massachusetts
$206K -$10.9K -28 -5%
TFS
1304
Thoroughbred Financial Services
Tennessee
$205K -$877K -2,264 -81%
T
1305
TOBAM
France
$205K +$165K +426 +418%
PTP
1306
Platform Technology Partners
New York
$205K – – –
HWP
1307
Hibernia Wealth Partners
Louisiana
$204K +$204K +526 New
SIG
1308
Stonegate Investment Group
Alabama
$204K +$24.5K +63 +14%
LWCFA
1309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$203K -$17.1K -44 -8%
HCA
1310
Harbour Capital Advisors
Virginia
$201K – – –
BG
1311
Bahl & Gaynor
Ohio
$201K +$201K +517 New
AWM
1312
Aprio Wealth Management
Georgia
$201K +$201K +517 New
DFG
1313
Demars Financial Group
Washington
$201K -$80.2M -206,090 -100%
CHC
1314
City Holding Co
West Virginia
$200K -$77.8K -200 -28%
NSIM
1315
North Star Investment Management
Illinois
$199K – – –
BFP
1316
Briaud Financial Planning
Texas
$194K – – –
C
1317
Covestor
United Kingdom
$190K -$62.7K -161 -25%
IWA
1318
Icon Wealth Advisors
Texas
$189K -$106K -273 -36%
CA
1319
CoreCap Advisors
Michigan
$181K +$47.5K +122 +35%
RF
1320
Roxbury Financial
New Jersey
$173K -$6.61K -17 -4%
TCM
1321
Traub Capital Management
Massachusetts
$171K +$171K +440 New
ST
1322
Smithfield Trust
Pennsylvania
$167K – – –
AT
1323
Arlington Trust
Alabama
$152K -$70.8K -182 -32%
HFM
1324
Hartford Financial Management
Connecticut
$148K – – –
CWIG
1325
Chung Wu Investment Group
Texas
$148K +$148K +380 New
51 52
53
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