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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
TAM
301
Trillium Asset Management
Massachusetts
$14.4M -$16.3M -40,511 -55%
TAF
302
Tredje AP-fonden
Sweden
$14.3M
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$14.2M +$610K +1,520 +5%
FNBT
304
FineMark National Bank & Trust
Florida
$14.2M +$193K +481 +1%
OSAM
305
O'Shaughnessy Asset Management
Connecticut
$14M +$3.49M +8,699 +37%
Public Sector Pension Investment Board (PSP Investments)
306
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.8M -$17.4M -43,463 -58%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$13.8M +$7.19M +17,908 +128%
GSP
308
Grafton Street Partners
Florida
$13.6M
WTB
309
Washington Trust Bank
Washington
$13.5M +$589K +1,466 +5%
Creative Planning
310
Creative Planning
Kansas
$13.4M +$3.08M +7,667 +33%
EMPI
311
Elo Mutual Pension Insurance
Finland
$13.4M +$3.86M +9,611 +45%
SSWM
312
Smith Salley Wealth Management
North Carolina
$13.3M +$379K +944 +3%
EDRH
313
Edmond de Rothschild Holding
Switzerland
$13.3M +$129K +322 +1%
GT
314
Glenmede Trust
Pennsylvania
$13.3M -$12.1M -30,061 -50%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$13.1M +$191K +476 +2%
GF
316
Gabelli Funds
New York
$13M
LIP
317
Liontrust Investment Partners
United Kingdom
$13M +$2.37M +5,915 +25%
Public Employees Retirement Association of Colorado
318
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$330K -823 -3%
IG
319
ING Group
Netherlands
$12.9M -$2.81K -7 -0%
IC
320
IEQ Capital
California
$12.7M +$8.7M +21,660 +288%
NAM
321
Nissay Asset Management
Japan
$12.5M +$143K +356 +1%
SGA
322
Sector Gamma AS
Norway
$12.5M +$4.62M +11,500 +67%
Impax Asset Management Group
323
Impax Asset Management Group
United Kingdom
$12.5M +$1.23M +3,074 +12%
Federated Hermes
324
Federated Hermes
Pennsylvania
$12.4M -$1.23M -3,060 -10%
LS
325
Livforsakringsbolaget Skandia
Sweden
$12.2M

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.