We are live on ! Find out more
ELV icon

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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$781M -$29.9M -74,591 -4%
Charles Schwab
27
Charles Schwab
California
$775M +$44M +109,628 +7%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$773M +$792K +1,972 +0.1%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$691M -$163M -405,330 -20%
Eagle Capital Management (New York)
30
Eagle Capital Management (New York)
New York
$690M +$8.32M +20,732 +1%
BWA
31
Brave Warrior Advisors
New York
$686M -$21M -52,407 -3%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$672M -$260M -648,144 -30%
JP Morgan Chase
33
JP Morgan Chase
New York
$620M -$63M -156,900 -10%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$611M -$19.3M -48,141 -3%
Franklin Resources
35
Franklin Resources
California
$604M +$93.3M +232,406 +20%
EIG
36
EdgePoint Investment Group
Ontario, Canada
$563M -$123M -306,957 -19%
Goldman Sachs
37
Goldman Sachs
New York
$554M -$6.75M -16,827 -1%
Barrow, Hanley, Mewhinney & Strauss
38
Barrow, Hanley, Mewhinney & Strauss
Texas
$553M +$196M +487,672 +62%
Amundi
39
Amundi
France
$491M -$84.2M -209,645 -16%
CIBC Private Wealth Group
40
CIBC Private Wealth Group
Georgia
$490M +$167M +415,674 +58%
RCG
41
Ruane, Cunniff & Goldfarb
New York
$488M -$8.44M -21,033 -2%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$469M -$33.2M -82,648 -7%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$468M -$44.2M -110,133 -9%
Newport Trust Company
44
Newport Trust Company
District of Columbia
$464M -$15.7M -39,045 -4%
VAM
45
Veritas Asset Management
United Kingdom
$414M -$13.6M -33,835 -3%
UBS Group
46
UBS Group
Switzerland
$407M -$68.4M -170,434 -15%
Boston Partners
47
Boston Partners
Massachusetts
$372M +$243M +605,689 +241%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$372M +$62M +154,529 +22%
Sumitomo Mitsui Trust Group
49
Sumitomo Mitsui Trust Group
Japan
$369M +$1.34M +3,339 +0.4%
1832 Asset Management
50
1832 Asset Management
Ontario, Canada
$355M -$2.44M -6,070 -0.7%

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.