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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 %
IMC
1401
Investment Management Corporation
Virginia
$43.9K -$43.9K -113 -50%
AWM
1402
AllSquare Wealth Management
New York
$42.8K – – –
TCOT
1403
Trust Company of Toledo
Ohio
$42.8K +$42.8K +110 New
JGIA
1404
Jackson Grant Investment Advisers
Connecticut
$42.4K – – –
IWP
1405
IAG Wealth Partners
Wisconsin
$40.5K – – –
AIM
1406
Arcadia Investment Management
Michigan
$38.9K – – –
LC
1407
Lavaca Capital
Texas
$38.9K – – –
GJIA
1408
Glass Jacobson Investment Advisors
Maryland
$38.9K +$31.1K +80 +400%
BWL
1409
Bogart Wealth LLC
Virginia
$38.1K -$1.56K -4 -4%
NC
1410
NewSquare Capital
Pennsylvania
$36.6K -$3.5K -9 -9%
CBT
1411
Crews Bank & Trust
Florida
$36.2K – – –
CAC
1412
Core Alternative Capital
Georgia
$35.4K – – –
CIAS
1413
CBIZ Investment Advisory Services
Ohio
$35K +$29.6K +76 +543%
WCM
1414
WealthTrak Capital Management
Virginia
$32.7K – – –
NC
1415
North Capital
Utah
$32.3K – – –
BFPW
1416
BOK Financial Private Wealth
Colorado
$31.9K +$31.9K +82 New
HFS
1417
Hopwood Financial Services
Virginia
$30.7K -$8.95K -23 -23%
AWM
1418
Abound Wealth Management
Tennessee
$30K -$2.72K -7 -8%
VWWMG
1419
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K +$14.4K +37 +95%
OIA
1420
Optimum Investment Advisors
Illinois
$29.2K -$69.2K -178 -70%
FMII
1421
Farmers & Merchants Investments Inc
Nebraska
$29.2K – – –
MWM
1422
Mascoma Wealth Management
New Hampshire
$29.2K – – –
GPI
1423
General Partner Inc
Pennsylvania
$29.2K – – –
SA
1424
Scarborough Advisors
Maryland
$29.2K +$29.2K +75 New
PC
1425
Promus Capital
Illinois
$28.4K -$35.4K -91 -55%
55 56
57
58 59