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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
PEAK6
351
PEAK6
Illinois
$10.8M +$8.67M +21,590 +689%
CCM
352
Channing Capital Management
Illinois
$10.7M +$4.82K +12 +0%
KWM
353
Kingsview Wealth Management
Oregon
$10.7M +$414K +1,031 +4%
AAMU
354
AEGON Asset Management (UK)
United Kingdom
$10.6M
FFM
355
Fisher Funds Management
New Zealand
$10.4M
AAM
356
Advisors Asset Management
Colorado
$10.4M +$4.37M +10,887 +84%
MWM
357
Modera Wealth Management
New Jersey
$10.3M -$62.2K -155 -0.6%
WIA
358
World Investment Advisors
California
$10.2M +$1.17M +2,909 +14%
DILIC
359
Dai-ichi Life Insurance Company
Japan
$10.1M +$2.93M +7,300 +46%
CF
360
CNA Financial
Illinois
$10M +$1.2M +3,000 +15%
FCBT
361
First Citizens Bank & Trust
North Carolina
$9.97M +$613K +1,527 +7%
Focus Partners Wealth
362
Focus Partners Wealth
Massachusetts
$9.76M +$392K +976 +5%
BMSSC
363
B. Metzler seel. Sohn & Co
Germany
$9.74M +$807K +2,011 +10%
PAIM
364
Punch & Associates Investment Management
Minnesota
$9.67M -$64.6K -161 -0.7%
NPT
365
Nixon Peabody Trust
Massachusetts
$9.48M +$3.95M +9,846 +82%
CGH
366
Crossmark Global Holdings
Texas
$9.44M -$45K -112 -0.5%
Loomis, Sayles & Company
367
Loomis, Sayles & Company
Massachusetts
$9.43M -$30.8M -76,690 -78%
SC
368
Scotia Capital
Ontario, Canada
$9.4M -$1.16M -2,881 -12%
Rafferty Asset Management
369
Rafferty Asset Management
New York
$9.34M -$1.94M -4,822 -18%
Balyasny Asset Management
370
Balyasny Asset Management
Illinois
$9.24M +$291K +726 +4%
TWC
371
TD Waterhouse Canada
Ontario, Canada
$9.22M +$1.88M +4,678 +28%
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$9.17M -$112M -279,169 -93%
RIM
373
Rakuten Investment Management
Japan
$9.16M +$8.51M +21,198 New
CFB
374
Cullen/Frost Bankers
Texas
$9.13M -$116K -288 -1%
QCM
375
Quantinno Capital Management
New York
$9.02M +$4.9M +12,211 +143%

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.