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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
WIA
426
Westbourne Investment Advisors
Maryland
$6.39M +$113K +281 +2%
MCM
427
Mitchell Capital Management
Kansas
$6.36M +$1.68M +4,185 +40%
AC
428
Asio Capital
Kentucky
$6.24M +$1.38M +3,446 +32%
BFG
429
Berger Financial Group
Minnesota
$6.2M +$5.49M +13,684 +2,426%
HIMCH
430
Hartford Investment Management Co (HIMCO)
Connecticut
$6.16M -$59K -147 -1%
MIS
431
Morningstar Investment Services
Illinois
$6.08M -$6.33M -15,763 -53%
AAIS
432
ABN AMRO Investment Solutions
$6.08M -$9.45M -23,553 -63%
NA
433
NewEdge Advisors
Louisiana
$6.05M +$1.02M +2,531 +22%
A
434
Allianz
Germany
$6.03M -$249K -620 -4%
VI
435
Vestcor Inc
New Brunswick, Canada
$5.99M -$459K -1,143 -8%
Carson Wealth (CWM LLC)
436
Carson Wealth (CWM LLC)
Nebraska
$5.98M +$3.74M +9,311 +210%
Wealthfront Advisers
437
Wealthfront Advisers
California
$5.96M +$2.97M +7,400 +117%
NIM
438
NEOS Investment Management
Connecticut
$5.95M +$1.01M +2,504 +22%
BHPW
439
Beverly Hills Private Wealth
California
$5.89M +$705K +1,755 +15%
NTIC
440
Napean Trading & Investment Company
Singapore
$5.88M -$636K -1,584 -10%
AAF
441
Andra AP-fonden
Sweden
$5.87M -$21.1M -52,500 -80%
GIA
442
GHP Investment Advisors
Colorado
$5.79M +$5.62K +14 +0.1%
GIBU
443
Gulf International Bank (UK)
United Kingdom
$5.75M -$1.91M -4,750 -26%
AI
444
Atom Investors
Texas
$5.7M +$5.26M +13,097 New
CBTWT
445
Community Bank & Trust (Waco, Texas)
Texas
$5.69M -$193K -480 -4%
KAS
446
Kestra Advisory Services
Texas
$5.6M +$497K +1,237 +11%
NB
447
Norinchukin Bank
Japan
$5.46M +$691K +1,721 +16%
LSERS
448
Louisiana State Employees Retirement System
Louisiana
$5.44M
PCP
449
Pacific Capital Partners
$5.44M
SFI
450
Siemens Fonds Invest
Germany
$5.41M -$1.64M -4,079 -25%

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.