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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 %
CWA
1651
Cura Wealth Advisors
Illinois
– -$274K -631 Closed
TPI
1652
Trust Point Inc
Wisconsin
– -$271K -622 Closed
JF
1653
Jump Financial
Illinois
– -$270K -621 Closed
EA
1654
Everpar Advisors
Oklahoma
– -$264K -608 Closed
RZH
1655
Relyea Zuckerberg Hanson
Connecticut
– -$258K -593 Closed
RFA
1656
ROI Financial Advisors
Oregon
– -$256K -589 Closed
AWM
1657
Ariadne Wealth Management
California
– -$237K -587 Closed
CT
1658
Chicago Trust
Illinois
– -$255K -587 Closed
BOSSRA
1659
B.O.S.S. Retirement Advisors
Utah
– -$254K -585 Closed
TFF
1660
The Family Firm
Maryland
– -$253K -581 Closed
BOPW
1661
Brandywine Oak Private Wealth
Pennsylvania
– -$251K -577 Closed
Fisher Asset Management
1662
Fisher Asset Management
Washington
– -$249K -571 Closed
CPA
1663
Capital Performance Advisors
California
– -$247K -567 Closed
DI
1664
Diligent Investors
California
– -$236K -542 Closed
BAM
1665
Blueshift Asset Management
New Jersey
– -$233K -536 Closed
KOC
1666
Koss-Olinger Consulting
Florida
– -$232K -534 Closed
IDA
1667
Intelligence Driven Advisers
California
– -$229K -526 Closed
CIS
1668
Custom Index Systems
New York
– -$228K -525 Closed
CCA
1669
Carrera Capital Advisors
Michigan
– -$228K -525 Closed
MGWM
1670
Marks Group Wealth Management
Minnesota
– -$228K -524 Closed
NAS
1671
Nicolet Advisory Services
Wisconsin
– -$223K -512 Closed
WJWM
1672
Williams Jones Wealth Management
New York
– -$223K -512 Closed
WCM
1673
Winebrenner Capital Management
Kentucky
– -$221K -508 Closed
SWA
1674
Stratos Wealth Advisors
Ohio
– -$220K -504 Closed
LPFG
1675
Landing Point Financial Group
Ohio
– -$219K -504 Closed
65 66
67
68 69