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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 %
AL
1676
Aspiriant LLC
California
– -$218K -502 Closed
BHWM
1677
Bar Harbor Wealth Management
New Hampshire
– -$217K -500 Closed
PCS
1678
Personal CFO Solutions
New Jersey
– -$217K -499 Closed
SFS
1679
Security Financial Services
Indiana
– -$216K -497 Closed
TW
1680
Traveka Wealth
California
– -$216K -497 Closed
OAM
1681
Occidental Asset Management
California
– -$216K -496 Closed
SFC
1682
SYM Financial Corp
Indiana
– -$214K -493 Closed
TWM
1683
Thrive Wealth Management
Pennsylvania
– -$214K -492 Closed
MWM
1684
Maridea Wealth Management
New York
– -$213K -490 Closed
MCCA
1685
Mill Creek Capital Advisors
Pennsylvania
– -$212K -488 Closed
OWM
1686
Orgel Wealth Management
Wisconsin
– -$211K -485 Closed
FPCG
1687
Forum Private Client Group
Indiana
– -$210K -484 Closed
WT
1688
Washington Trust
Rhode Island
– -$210K -483 Closed
TF
1689
Tudor Financial
Ohio
– -$210K -483 Closed
TCOK
1690
Trust Company of Kansas
Kansas
– -$207K -475 Closed
WC
1691
Weil Company
California
– -$205K -472 Closed
EWA
1692
Exencial Wealth Advisors
Oklahoma
– -$204K -469 Closed
SRC
1693
Sage Rhino Capital
California
– -$202K -464 Closed
WIA
1694
Wetzel Investment Advisors
Indiana
– -$201K -463 Closed
PFM
1695
Phillips Financial Management
Indiana
– -$201K -463 Closed
GC
1696
Grimes & Company
Massachusetts
– -$201K -462 Closed
BC
1697
Brio Consultants
California
– -$201K -461 Closed
SB
1698
Strategic Blueprint
Georgia
– -$200K -460 Closed
MG
1699
Mather Group
Illinois
– -$196K -451 Closed
WEG
1700
World Equity Group
Illinois
– -$226K -443 Closed
66 67
68
69 70