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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 %
PWM
651
Power Wealth Management
Georgia
$1.77M +$479K +1,101 +37%
PWM
652
Perigon Wealth Management
California
$1.77M -$13.9K -32 -0.8%
IB
653
Intrust Bank
Kansas
$1.76M +$167K +384 +11%
TPCW
654
TD Private Client Wealth
New York
$1.76M +$588K +1,351 +50%
HI
655
Horizon Investments
North Carolina
$1.75M +$73.5K +169 +4%
CIC
656
Cornercap Investment Counsel
Georgia
$1.74M +$1.74M +4,009 New
DCA
657
DSG Capital Advisors
Minnesota
$1.74M – – –
WAM
658
Wakefield Asset Management
Colorado
$1.74M +$1.74M +4,000 New
SC
659
Shay Capital
New York
$1.74M +$1.74M +4,000 New
PWW
660
Pettyjohn Wood & White
Virginia
$1.74M -$53.1K -122 -3%
TCPW
661
Twin City Private Wealth
North Carolina
$1.73M -$70.9K -163 -4%
CHAM
662
Clear Harbor Asset Management
Connecticut
$1.73M +$373K +858 +28%
ANTB
663
AMG National Trust Bank
Colorado
$1.72M -$870 -2 -0.1%
SMC
664
Smith, Moore & Co
Missouri
$1.71M +$9.57K +22 +0.6%
FTWA
665
Fifth Third Wealth Advisors
Ohio
$1.7M +$672K +1,545 +66%
CC
666
Copperleaf Capital
North Carolina
$1.68M +$710K +1,633 +73%
IP
667
Intellectus Partners
California
$1.68M -$65.3K -150 -4%
AF
668
Allworth Financial
California
$1.67M +$522K +1,217 +45%
AA
669
ALPS Advisors
Colorado
$1.67M +$17.4K +40 +1%
WAS
670
WESPAC Advisors SoCal
California
$1.67M +$560K +1,288 +51%
FFWA
671
FRG Family Wealth Advisors
Washington
$1.66M – – –
CIA
672
Cape Investment Advisory
Georgia
$1.65M -$21.8K -50 -1%
PFA
673
Professional Financial Advisors
Nebraska
$1.64M +$402K +925 +32%
KWMG
674
King Wealth Management Group
Florida
$1.64M +$312K +717 +24%
IIM
675
Intact Investment Management
Quebec, Canada
$1.63M -$174K -400 -10%
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