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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 %
SS
1476
Sunbelt Securities
Texas
$10.7K +$10.7K +29 New
S
1477
Sachetta
Massachusetts
$10.1K -$1.95K -5 -16%
NCM
1478
Northwest Capital Management
Oregon
$10.1K – – –
ITFISA
1479
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$9.72K -$9.72K -25 -50%
WA
1480
Whipplewood Advisors
Colorado
$9.34K +$5.06K +13 +118%
RAM
1481
Riggs Asset Management
Pennsylvania
$8.95K +$7K +18 +360%
OCM
1482
Orion Capital Management
California
$8.95K – – –
TWD
1483
True Wealth Design
Ohio
$8.65K -$393 -1 -4%
CA
1484
Crewe Advisors
Utah
$8.56K -$1.17K -3 -12%
CB
1485
CNB Bank
Pennsylvania
$8.56K – – –
FUBT
1486
First United Bank & Trust
Maryland
$8.56K – – –
KG
1487
Kilter Group
New York
$8.17K +$8.17K +21 New
RPA
1488
Redwood Park Advisors
California
$7.82K – – –
CPA
1489
Compass Planning Associates
Massachusetts
$7.46K – – –
PWA
1490
Physician Wealth Advisors
Utah
$7.39K -$1.17K -3 -14%
BFS
1491
Bare Financial Services
Pennsylvania
$7.39K +$7K +18 +1,800%
LAM
1492
Lummis Asset Management
Texas
$7K – – –
PCM
1493
Penserra Capital Management
California
$7K -$434K -1,117 -98%
M
1494
MOTCO
Texas
$6.51K -$28K -99 -81%
TCA
1495
Trifecta Capital Advisors
Illinois
$6.22K – – –
MSFP
1496
Mark Sheptoff Financial Planning
Connecticut
$6.22K – – –
SHIM
1497
Stone House Investment Management
Pennsylvania
$6.22K – – –
CPG
1498
Cornerstone Planning Group
New Jersey
$6.08K -$1.38K -5 -19%
MPW
1499
MASECO Private Wealth
$5.93K +$5.93K +15 New
CTWM
1500
Cherry Tree Wealth Management
Minnesota
$5.45K -$15.2K -39 -74%
58 59
60
61 62