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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
GI
576
GLOBALT Investments
Georgia
$2.74M +$9.63K +24 +0.4%
WA
577
Waverly Advisors
Alabama
$2.71M +$289K +719 +13%
CT
578
Coastline Trust
Rhode Island
$2.67M -$287K -715 -10%
NICM
579
Neo Ivy Capital Management
New York
$2.65M +$2.06M +5,129 +526%
William Blair & Company
580
William Blair & Company
Illinois
$2.64M -$392K -976 -14%
JHCP
581
Jackson Hole Capital Partners
Oklahoma
$2.61M -$10.4K -26 -0.4%
HR
582
Hardy Reed
Mississippi
$2.55M +$1.43M +3,574 +156%
SAM
583
Strategy Asset Managers
California
$2.55M +$47.4K +118 +2%
GP
584
Guardian Partners
Canada
$2.54M -$28.1K -70 -1%
HAG
585
HF Advisory Group
Maryland
$2.53M +$303K +755 +15%
GSWM
586
Greenup Street Wealth Management
Michigan
$2.52M +$2.33M +5,799 New
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$2.52M +$519K +1,293 +29%
OC
588
Oppenheimer & Co
New York
$2.5M +$49.4K +123 +2%
JIC
589
Johnson Investment Counsel
Ohio
$2.44M +$50.6K +126 +2%
YIA
590
YHB Investment Advisors
Connecticut
$2.41M +$39.3K +98 +2%
SFA
591
Semmax Financial Advisors
North Carolina
$2.41M -$1.75M -4,358 -42%
SC
592
Savant Capital
Illinois
$2.41M -$332K -828 -13%
KIA
593
KCM Investment Advisors
California
$2.39M +$95.9K +239 +5%
DADC
594
D.A. Davidson & Co
Montana
$2.38M -$18.9K -47 -0.9%
LCM
595
Legato Capital Management
California
$2.36M
FWIA
596
Fort Washington Investment Advisors
Ohio
$2.36M -$29.3K -73 -1%
AIM
597
AMI Investment Management
Indiana
$2.3M +$342K +851 +19%
PIM
598
Plato Investment Management
Australia
$2.3M -$166K -414 -7%
JFG
599
Jefferies Financial Group
New York
$2.3M -$6.85M -17,057 -76%
MYIA
600
Mount Yale Investment Advisors
Colorado
$2.29M +$466K +1,160 +28%

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.