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Elevance Health

1,661 hedge funds and large institutions have $88.7B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 652 increasing their positions, 539 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 135

36% more call options, than puts

Call options by funds: $801M | Put options by funds: $588M

21% more repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 539

16% more capital invested

Capital invested by funds: $76.5B → $88.7B (+$12.2B)

13% more funds holding in top 10

Funds holding in top 10: 3843 (+5)

4% more funds holding

Funds holding: 1,6031,661 (+58)

0.18% more ownership

Funds ownership: 89.64%89.82% (+0.18%)

Holders
1,661
Holders Change
+58
Holders Change %
+3.62%
% of All Funds
22.27%
Holding in Top 10
43
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+13.16%
% of All Funds
0.58%
New
217
Increased
652
Reduced
539
Closed
135
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
251
Valley Wealth Managers
New Jersey
$20.1M +$2.33M +5,809 +14%
LC
252
Loews Corp
New York
$20M +$1.61M +4,000 +10%
AB
253
Amalgamated Bank
New York
$20M +$273K +680 +2%
CIBC Asset Management
254
CIBC Asset Management
Ontario, Canada
$19.8M +$1.81M +4,516 +11%
CLGM
255
Capitolis Liquid Global Markets
New York
$19.6M
SGK
256
Steigerwald Gordon & Koch
Virginia
$19.4M +$36.5K +91 +0.2%
BCIM
257
British Columbia Investment Management
British Columbia, Canada
$19.3M -$21.3K -53 -0.1%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$19M +$1.01M +2,512 +6%
ACA
259
Aptus Capital Advisors
Alabama
$19M +$16.1M +40,032 +1,102%
Qube Research & Technologies (QRT)
260
Qube Research & Technologies (QRT)
United Kingdom
$18.5M -$176M -437,207 -91%
DnB Asset Management
261
DnB Asset Management
Norway
$18.5M -$6.72M -16,751 -28%
AssetMark Inc
262
AssetMark Inc
California
$18.2M +$1.71M +4,266 +11%
SAM
263
Silvercrest Asset Management
New York
$18.2M +$1.05M +2,616 +7%
Baird Financial Group
264
Baird Financial Group
Wisconsin
$18.1M +$10.2M +25,443 +158%
RWP
265
RWA Wealth Partners
Massachusetts
$17.9M -$235K -586 -1%
NCM
266
Nearwater Capital Markets
Ireland
$17.7M
SSCM
267
Summit Street Capital Management
New York
$17.6M +$463K +1,154 +3%
Mirae Asset Global ETFs Holdings
268
Mirae Asset Global ETFs Holdings
Hong Kong
$17.6M +$218K +544 +1%
BG
269
Bellevue Group
Switzerland
$17.4M +$688K +1,715 +4%
HighTower Advisors
270
HighTower Advisors
Illinois
$17.4M -$572K -1,425 -3%
SOADOR
271
State of Alaska Department of Revenue
Alaska
$17.3M -$1.93M -4,816 -11%
YCM
272
Yousif Capital Management
Michigan
$17.2M +$278K +692 +2%
X
273
Xponance
Pennsylvania
$16.8M -$1.7M -4,238 -10%
URS
274
Utah Retirement Systems
Utah
$16.7M -$61.8K -154 -0.4%
Bank of Nova Scotia
275
Bank of Nova Scotia
Ontario, Canada
$16.5M -$38.6M -96,170 -72%

ELV Hedge Fund Activity: Q1 2025 in Review

1,661 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q1 2025, worth a combined $88.7B — up 16% from $76.5B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new ELV positions and 135 closed out — a net gain of 82 holders — while 652 added to existing stakes and 539 trimmed.

The largest buyer was Capital International Investors, adding an estimated $673M. The largest seller was T. Rowe Price Associates, cutting an estimated $592M.

  • 1,661 institutional investors held Elevance Health (ELV) as of Q1 2025, up from 1,603 in Q4 2024.
  • Funds reported $88.7B of Elevance Health stock for Q1 2025, up 16% quarter-over-quarter.
  • 217 funds opened new Elevance Health positions in Q1 2025 and 135 closed out, a net change of +82 holders.
  • The largest Elevance Health buyer in Q1 2025 was Capital International Investors, an estimated $673M added.
  • The largest Elevance Health seller in Q1 2025 was T. Rowe Price Associates, an estimated $592M sold.

Based on aggregated 13F filings for Q1 2025.