ELV icon

Elevance Health
ELV

Overview Fund Activity

1,636 hedge funds and large institutions have $87.1B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 646 increasing their positions, 530 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
+54
Holders Change %
+3.41%
% of All Funds
22.22%
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
646
Reduced
530
Closed
136
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$729M
2
Bank of America
Bank of America
North Carolina
+$382M
3
BlackRock
BlackRock
New York
+$378M
4
OAG
Orbis Allan Gray
Bermuda
+$296M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
BCI
Brinker Capital Investments
Pennsylvania
-$387M
3
OPS
Orion Portfolio Solutions
Nebraska
-$387M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
5
First Trust Advisors
First Trust Advisors
Illinois
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
576
Strategy Asset Managers
California
$2.55M +$51.3K +118 +2%
GP
577
Guardian Partners
Canada
$2.54M -$29.9K -70 -1%
HAG
578
HF Advisory Group
Maryland
$2.53M +$328K +755 +15%
GSWM
579
Greenup Street Wealth Management
Michigan
$2.52M +$2.52M +5,799 New
PFGIA
580
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M +$562K +1,293 +29%
OC
581
Oppenheimer & Co
New York
$2.5M +$53.5K +123 +2%
JIC
582
Johnson Investment Counsel
Ohio
$2.44M +$54.8K +126 +2%
YIA
583
YHB Investment Advisors
Connecticut
$2.41M +$42.6K +98 +2%
SFA
584
Semmax Financial Advisors
North Carolina
$2.41M -$1.76M -4,358 -42%
KIA
585
KCM Investment Advisors
California
$2.39M +$104K +239 +5%
DADC
586
D.A. Davidson & Co
Montana
$2.38M -$20.4K -47 -0.9%
LCM
587
Legato Capital Management
California
$2.36M – – –
FWIA
588
Fort Washington Investment Advisors
Ohio
$2.36M -$31.8K -73 -1%
AIM
589
AMI Investment Management
Indiana
$2.3M +$370K +851 +19%
PIM
590
Plato Investment Management
Australia
$2.3M -$182K -414 -7%
JFG
591
Jefferies Financial Group
New York
$2.3M -$7.42M -17,057 -76%
MYIA
592
Mount Yale Investment Advisors
Colorado
$2.29M +$505K +1,160 +28%
USAA
593
United Services Automobile Association
Texas
$2.28M +$2.28M +5,277 New
LT
594
Legacy Trust
Michigan
$2.26M +$6.52K +15 +0.3%
Lido Advisors
595
Lido Advisors
California
$2.24M +$350K +805 +19%
AWS
596
Atria Wealth Solutions
New York
$2.24M +$48.3K +111 +2%
EFS
597
Essex Financial Services
Connecticut
$2.22M +$17.8K +41 +0.8%
IMPI
598
Ilmarinen Mutual Pension Insurance
Finland
$2.22M – – –
KMWM
599
Keudell/Morrison Wealth Management
Oregon
$2.22M -$6.96K -16 -0.3%
ST
600
Sabal Trust
Florida
$2.21M -$2.61K -6 -0.1%
22 23
24
25 26