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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
BCM
501
Brookstone Capital Management
Illinois
$4.26M +$3.44M +8,563 +696%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
502
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.25M -$37M -92,235 -90%
Millennium Management
503
Millennium Management
New York
$4.23M -$96.5M -240,336 -96%
AG
504
AIA Group
Hong Kong
$4.21M +$3.38M +8,429 +669%
JC
505
JB Capital
Connecticut
$4.21M +$118K +295 +3%
BBVA
506
Banco Bilbao Vizcaya Argentaria
Spain
$4.2M -$5.03M -12,527 -56%
BG
507
BDF Gestion
France
$4.15M
SI
508
Stephens Inc
Arkansas
$4.14M -$4.63M -11,522 -55%
BCV
509
Banque Cantonale Vaudoise
Switzerland
$4.1M +$3.78M +9,421 New
VFA
510
Voya Financial Advisors
Connecticut
$3.96M +$226K +563 +7%
SLG
511
Stanley-Laman Group
Pennsylvania
$3.9M +$300K +747 +9%
Wolverine Trading
512
Wolverine Trading
Illinois
$3.89M -$949K -2,364 -21%
SG Americas Securities
513
SG Americas Securities
New York
$3.88M -$108K -269 -3%
MAM
514
Meeder Asset Management
Ohio
$3.87M +$3.54M +8,825 +13,371%
SSB
515
Sandy Spring Bank
Maryland
$3.86M -$1.73M -4,312 -33%
ETC
516
Exchange Traded Concepts
Oklahoma
$3.82M +$2.59M +6,450 +275%
DIM
517
Delta Investment Management
California
$3.82M -$84.3K -210 -2%
CAM
518
Cresset Asset Management
Illinois
$3.8M -$196K -488 -5%
CA
519
Clearstead Advisors
Ohio
$3.66M -$149K -371 -4%
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$3.62M -$444K -1,107 -12%
BFA
521
Benedict Financial Advisors
Georgia
$3.6M +$25.3K +63 +0.8%
ERIC
522
Eagle Rock Investment Company
Georgia
$3.57M +$514K +1,281 +19%
BF
523
BOK Financial
Oklahoma
$3.53M -$593K -1,476 -15%
ECM
524
Everence Capital Management
Indiana
$3.5M +$213K +530 +7%
CSP
525
Cary Street Partners
Virginia
$3.5M -$255K -635 -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.