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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
TC
551
TownSquare Capital
Utah
$3.12M +$322K +803 +13%
UCFA
552
United Capital Financial Advisors
Texas
$3.11M +$426K +1,061 +17%
LI
553
LMCG Investments
Massachusetts
$3.03M -$4.99M -12,429 -64%
FLI
554
Family Legacy Inc
South Carolina
$3.03M +$50.6K +126 +2%
EI
555
EDMP Inc
Florida
$3.02M +$190K +473 +7%
BSA
556
Bull Street Advisors
Georgia
$3M
PRS
557
Pinkerton Retirement Specialists
Idaho
$3M +$181K +452 +7%
GT
558
Greenleaf Trust
Michigan
$2.99M +$391K +975 +17%
MW
559
Maia Wealth
Colorado
$2.98M +$134K +333 +5%
RRA
560
Round Rock Advisors
Connecticut
$2.96M -$194K -483 -7%
KRSITF
561
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.94M -$1.48M -3,698 -35%
AG
562
Ascent Group
Virginia
$2.94M +$201K +501 +8%
SFA
563
Sequoia Financial Advisors
Ohio
$2.92M +$367K +913 +16%
KPWS
564
Kestra Private Wealth Services
Texas
$2.9M +$256K +637 +11%
EARNEST Partners
565
EARNEST Partners
Georgia
$2.89M -$40.1K -100 -1%
TCPG
566
Trivant Custom Portfolio Group
California
$2.86M +$137K +342 +5%
BC
567
Burney Company
Virginia
$2.84M -$129K -321 -5%
TMAM
568
Tokio Marine Asset Management
Japan
$2.83M +$165K +410 +7%
AIM
569
Anchor Investment Management
South Carolina
$2.82M -$366K -911 -12%
RFN
570
RDA Financial Network
Iowa
$2.81M +$32.9K +82 +1%
ET
571
Equitable Trust
Tennessee
$2.81M +$1.76M +4,391 +213%
CB
572
Community Bank
New York
$2.79M +$161K +401 +7%
MFG
573
Merit Financial Group
Georgia
$2.78M +$1.19M +2,975 +87%
CG
574
Caprock Group
Idaho
$2.78M +$397K +989 +18%
S
575
SimplyRich
California
$2.76M +$36.9K +92 +1%

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.