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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 %
FMB
1451
Field & Main Bank
Kentucky
$19.4K – – –
MFT
1452
Moisand Fitzgerald Tamayo
Florida
$19.1K – – –
FC
1453
Fairscale Capital
New Hampshire
$18.4K +$16.4K +58 +829%
CNBTD
1454
Citizens National Bank Trust Department
Mississippi
$17.5K – – –
BHWM
1455
Beaird Harris Wealth Management
Texas
$17K +$1.55K +4 +10%
AW
1456
Avion Wealth
Texas
$17K +$9.27K +24 +120%
KTC
1457
Kentucky Trust Company
Kentucky
$15.6K – – –
RF
1458
Rossby Financial
Florida
$15.6K +$15.6K +40 New
DFA
1459
DHJJ Financial Advisors
Illinois
$15.2K – – –
RWM
1460
Rialto Wealth Management
New York
$14K +$1.95K +5 +16%
HCA
1461
Harbor Capital Advisors
Illinois
$14K +$3.2K +8 +30%
ICM
1462
Islay Capital Management
Texas
$13.6K – – –
HNW
1463
High Note Wealth
Minnesota
$13.6K +$778 +2 +6%
MAWAG
1464
Mid-American Wealth Advisory Group
Missouri
$13.6K +$13.6K +35 New
TIM
1465
Tortoise Investment Management
New York
$12.4K +$1.56K +4 +14%
MIM
1466
MTM Investment Management
South Carolina
$12.4K +$12.4K +32 New
GG
1467
Gleason Group
Kentucky
$12.2K – – –
HWA
1468
HHM Wealth Advisors
Tennessee
$12.1K – – –
PG
1469
Proffitt & Goodson
Tennessee
$12.1K – – –
GC
1470
GFG Capital
Florida
$12.1K +$12.1K +31 New
TPWA
1471
Twin Peaks Wealth Advisors
California
$12K +$12K +41 New
AP
1472
Aspect Partners
Virginia
$11.7K – – –
TF
1473
Tompkins Financial
New York
$11.3K -$19.4K -50 -63%
NRG
1474
Nemes Rush Group
Michigan
$11.3K – – –
CI
1475
Clal Insurance
Israel
$11K -$815 -2 -7%
57 58
59
60 61