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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
IP
676
Intellectus Partners
California
$1.68M -$60.2K -150 -4%
AF
677
Allworth Financial
California
$1.67M +$489K +1,217 +45%
AA
678
ALPS Advisors
Colorado
$1.67M +$16.1K +40 +1%
WAS
679
WESPAC Advisors SoCal
California
$1.67M +$517K +1,288 +51%
FFWA
680
FRG Family Wealth Advisors
Washington
$1.66M
CIA
681
Cape Investment Advisory
Georgia
$1.65M -$20.1K -50 -1%
PFA
682
Professional Financial Advisors
Nebraska
$1.64M +$371K +925 +32%
KWMG
683
King Wealth Management Group
Florida
$1.64M +$288K +717 +24%
IIM
684
Intact Investment Management
Quebec, Canada
$1.63M -$161K -400 -10%
QCG
685
Quadrant Capital Group
Ohio
$1.62M +$859K +2,141 +136%
FLPIM
686
F.L. Putnam Investment Management
Massachusetts
$1.62M -$318K -792 -18%
TNA
687
True North Advisors
Texas
$1.61M -$378K -942 -20%
UCI
688
Uncommon Cents Investing
Wisconsin
$1.61M +$2.01K +5 +0.1%
CTA
689
Chesley Taft & Associates
Illinois
$1.6M -$24.1K -60 -2%
PBK
690
Peoples Bank (Kansas)
Kansas
$1.6M -$2.01K -5 -0.1%
NCM
691
Narwhal Capital Management
Georgia
$1.6M -$241K -600 -14%
ACA
692
Atlas Capital Advisors
Wyoming
$1.59M
IWC
693
Integrated Wealth Concepts
Massachusetts
$1.59M -$159K -395 -10%
FRA
694
Frank Rimerman Advisors
California
$1.58M +$258K +643 +21%
WSFS
695
Wilmington Savings Fund Society
Delaware
$1.58M -$33.3K -83 -2%
PIMJS
696
PKO Investment Management Joint-Stock
Poland
$1.57M -$482K -1,200 -25%
AWM
697
AE Wealth Management
Kansas
$1.56M +$90.3K +225 +7%
DWT
698
Dorsey & Whitney Trust
South Dakota
$1.56M +$83.9K +209 +6%
PCA
699
Pallas Capital Advisors
Massachusetts
$1.56M +$1.44M +3,588 New
SC
700
Sapient Capital
Indiana
$1.56M -$16.5K -41 -1%

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.