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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
USAA
601
United Services Automobile Association
Texas
$2.28M +$2.12M +5,277 New
LT
602
Legacy Trust
Michigan
$2.26M +$6.02K +15 +0.3%
Lido Advisors
603
Lido Advisors
California
$2.24M +$323K +805 +19%
AWS
604
Atria Wealth Solutions
New York
$2.24M +$44.6K +111 +2%
EFS
605
Essex Financial Services
Connecticut
$2.22M +$16.5K +41 +0.8%
IMPI
606
Ilmarinen Mutual Pension Insurance
Finland
$2.22M
KMWM
607
Keudell/Morrison Wealth Management
Oregon
$2.22M -$6.42K -16 -0.3%
ST
608
Sabal Trust
Florida
$2.21M -$2.41K -6 -0.1%
AWCI
609
Alpine Woods Capital Investors
New York
$2.21M -$301K -750 -13%
Nomura Holdings
610
Nomura Holdings
Japan
$2.21M -$1.31M -3,263 -39%
TS
611
Triglav Skladi
Slovenia
$2.17M
NO
612
Ninety One
South Africa
$2.16M -$285K -710 -13%
TFA
613
Toth Financial Advisory
Virginia
$2.16M -$83.9K -209 -4%
Connor, Clark & Lunn Investment Management (CC&L)
614
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.12M +$1.95M +4,864 New
PA
615
Paralel Advisors
Colorado
$2.11M
OA
616
Oak Associates
Ohio
$2.1M
BPA
617
Beacon Pointe Advisors
California
$2.09M +$43.4K +108 +2%
WG
618
Winton Group
United Kingdom
$2.09M -$3.62M -9,016 -65%
CCM
619
Coldstream Capital Management
Washington
$2.08M +$352K +876 +22%
CBA
620
Coastal Bridge Advisors
Connecticut
$2.08M +$1.92M +4,793 New
AAMU
621
APG Asset Management US
New York
$2.07M
DCM
622
Delta Capital Management
New Jersey
$2.07M -$58.2K -145 -3%
SYBT
623
Stock Yards Bank & Trust
Kentucky
$2.07M -$178K -444 -9%
PHK
624
Point72 Hong Kong
Hong Kong
$2.06M +$1.9M +4,733 New
BTI
625
Blue Trust Inc
Georgia
$2.05M -$66.2K -165 -3%

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.