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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 %
RCAG
701
Rehmann Capital Advisory Group
Michigan
$1.51M +$254K +585 +20%
SW
702
Simplicity Wealth
New Jersey
$1.49M +$1.49M +3,422 New
CAG
703
Csenge Advisory Group
Florida
$1.48M +$36.9K +87 +3%
IAS
704
IMA Advisory Services
Colorado
$1.48M -$93.1K -214 -6%
FPWM
705
FSB Premier Wealth Management
Iowa
$1.48M +$243K +558 +20%
GI
706
GAMMA Investing
California
$1.47M +$691K +1,588 +88%
IC
707
Inkwell Capital
Florida
$1.47M +$59.2K +136 +4%
MMPW
708
Mitchell McLeod Pugh & Williams
Alabama
$1.46M +$17.4K +40 +1%
CDDEC
709
Caisse Des Depots Et Consignations
France
$1.45M -$39.6K -91 -3%
HS
710
HighVista Strategies
Massachusetts
$1.44M +$1.44M +3,300 New
AFCM
711
Applied Finance Capital Management
Puerto Rico
$1.41M +$1.41M +3,237 New
MWM
712
Mission Wealth Management
California
$1.4M +$31.3K +72 +2%
HAG
713
HighPoint Advisor Group
Illinois
$1.39M +$67K +162 +5%
SL
714
Sentry LLC
Tennessee
$1.39M +$63.5K +146 +5%
TAM
715
Todd Asset Management
Kentucky
$1.38M -$8.7K -20 -0.6%
BJL
716
Brighton Jones LLC
Washington
$1.38M -$72.2K -166 -5%
PA
717
Profund Advisors
Maryland
$1.38M -$40K -92 -3%
CP
718
Castleview Partners
Texas
$1.38M +$366K +842 +36%
KIA
719
Knollwood Investment Advisory
Maryland
$1.38M – – –
WA
720
Wealth Architects
California
$1.37M +$27.8K +64 +2%
SFA
721
Souders Financial Advisors
Ohio
$1.36M +$84.4K +194 +7%
OIS
722
Okabena Investment Services
Minnesota
$1.36M +$1.36M +3,119 New
HTC
723
Haverford Trust Company
Pennsylvania
$1.35M -$66.5K -153 -5%
LIM
724
Leavell Investment Management
Alabama
$1.35M -$587K -1,350 -30%
RWM
725
Ritholtz Wealth Management
New York
$1.34M +$872K +2,004 +186%
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