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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 %
AIC
1326
Archer Investment Corporation
Indiana
$147K -$9.73K -25 -6%
CFFP
1327
Center for Financial Planning
Michigan
$146K – – –
DAM
1328
Delta Asset Management
Tennessee
$144K – – –
IAIM
1329
International Assets Investment Management
Florida
$144K +$144K +100,109 New
OWA
1330
Opal Wealth Advisors
New York
$140K +$119K +307 +579%
TSMHT
1331
Thurston Springer Miller Herd & Titak
Indiana
$140K -$389 -1 -0.3%
AT
1332
Avalon Trust
New Mexico
$136K – – –
VCM
1333
Versant Capital Management
Arizona
$136K +$87.1K +224 +179%
HIA
1334
Harbor Investment Advisory
Maryland
$132K -$3.5K -9 -3%
VNA
1335
Valley National Advisers
Pennsylvania
$132K -$3.87K -10 -3%
RIL
1336
Rothschild Investment LLC
Illinois
$130K -$156K -402 -55%
BGAI
1337
Bruce G. Allen Investments
Colorado
$130K -$4.28K -11 -3%
SOW
1338
State of Wyoming
Wyoming
$127K +$127K +327 New
KA
1339
Kozak & Associates
Colorado
$124K +$346 +1 +0.3%
SS
1340
SBI Securities
Japan
$124K -$860K -2,211 -87%
SCA
1341
Stuart Chaussee & Associates
California
$123K – – –
WTA
1342
Washington Trust Advisors
Massachusetts
$121K -$5.83K -15 -5%
FFO
1343
Fortitude Family Office
Arizona
$120K +$2.72K +7 +2%
LFA
1344
Livelsberger Financial Advisory
Ohio
$117K +$117K +301 New
CWM
1345
Crowley Wealth Management
Delaware
$117K – – –
BC
1346
Belmont Capital
California
$117K – – –
MFC
1347
Mechanics Financial Corp
Ohio
$117K – – –
MCM
1348
MV Capital Management
Maryland
$113K -$3.5K -9 -3%
SWM
1349
Spire Wealth Management
Virginia
$112K -$67.3K -173 -37%
IRC
1350
Investors Research Corp
Georgia
$110K – – –
52 53
54
55 56