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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
RGF
651
Retirement Guys Formula
Ohio
$1.81M +$551K +1,373 +49%
SCI
652
Stableford Capital II
Arizona
$1.81M +$782K +1,949 +84%
TCM
653
Tufton Capital Management
Maryland
$1.79M
VFA
654
Valeo Financial Advisors
Indiana
$1.79M +$413K +1,029 +33%
FIA
655
Foundations Investment Advisors
Arizona
$1.79M -$429K -1,069 -21%
MSA
656
MUFG Securities Americas
New York
$1.79M +$274K +682 +20%
PDL
657
Portfolio Design Labs
California
$1.79M -$1.73M -4,298 -51%
CTC
658
Cetera Trust Company
Minnesota
$1.78M +$56.2K +140 +4%
AIM
659
Allen Investment Management
New York
$1.78M -$85.1K -212 -5%
PWM
660
Power Wealth Management
Georgia
$1.77M +$442K +1,101 +37%
PWM
661
Perigon Wealth Management
California
$1.77M -$12.8K -32 -0.8%
IB
662
Intrust Bank
Kansas
$1.76M +$154K +384 +11%
TPCW
663
TD Private Client Wealth
New York
$1.76M +$542K +1,351 +50%
HI
664
Horizon Investments
North Carolina
$1.75M +$67.8K +169 +4%
CIC
665
Cornercap Investment Counsel
Georgia
$1.74M +$1.61M +4,009 New
DCA
666
DSG Capital Advisors
Minnesota
$1.74M
SC
667
Shay Capital
New York
$1.74M +$1.61M +4,000 New
WAM
668
Wakefield Asset Management
Colorado
$1.74M +$1.61M +4,000 New
PWW
669
Pettyjohn Wood & White
Virginia
$1.74M -$49K -122 -3%
TCPW
670
Twin City Private Wealth
North Carolina
$1.73M -$65.4K -163 -4%
CHAM
671
Clear Harbor Asset Management
Connecticut
$1.73M +$344K +858 +28%
ANTB
672
AMG National Trust Bank
Colorado
$1.72M -$803 -2 -0.1%
SMC
673
Smith, Moore & Co
Missouri
$1.71M +$8.83K +22 +0.6%
FTWA
674
Fifth Third Wealth Advisors
Ohio
$1.7M +$620K +1,545 +66%
CC
675
Copperleaf Capital
North Carolina
$1.68M +$656K +1,633 +73%

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.