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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
PCM
701
Prana Capital Management
Connecticut
$1.55M -$8.64M -21,522 -86%
IAA
702
Independent Advisor Alliance
North Carolina
$1.54M -$176K -438 -11%
BWP
703
Burling Wealth Partners
Illinois
$1.53M -$1.61M -4,012 -53%
IAN
704
Integrated Advisors Network
Texas
$1.53M +$23.7K +59 +2%
CAG
705
Cypress Advisory Group
Arizona
$1.53M -$529K -1,317 -27%
Acadian Asset Management
706
Acadian Asset Management
Massachusetts
$1.53M -$2.02M -5,024 -59%
KCM
707
Kornitzer Capital Management
Kansas
$1.53M +$44.2K +110 +3%
EWA
708
EP Wealth Advisors
California
$1.53M +$525K +1,307 +59%
GVAG
709
Great Valley Advisor Group
Delaware
$1.52M -$172K -428 -11%
RCAG
710
Rehmann Capital Advisory Group
Michigan
$1.51M +$235K +585 +20%
SW
711
Simplicity Wealth
New Jersey
$1.49M +$1.37M +3,422 New
CAG
712
Csenge Advisory Group
Florida
$1.48M +$34.9K +87 +3%
IAS
713
IMA Advisory Services
Colorado
$1.48M -$85.9K -214 -6%
FPWM
714
FSB Premier Wealth Management
Iowa
$1.48M +$224K +558 +20%
GI
715
GAMMA Investing
California
$1.47M +$637K +1,588 +88%
IC
716
Inkwell Capital
Florida
$1.47M +$54.6K +136 +4%
MMPW
717
Mitchell McLeod Pugh & Williams
Alabama
$1.46M +$16.1K +40 +1%
CDDEC
718
Caisse Des Depots Et Consignations
France
$1.45M -$36.5K -91 -3%
HS
719
HighVista Strategies
Massachusetts
$1.44M +$1.32M +3,300 New
AFCM
720
Applied Finance Capital Management
Puerto Rico
$1.41M +$1.3M +3,237 New
MWM
721
Mission Wealth Management
California
$1.4M +$28.9K +72 +2%
HAG
722
HighPoint Advisor Group
Illinois
$1.39M +$65K +162 +5%
SL
723
Sentry LLC
Tennessee
$1.39M +$58.6K +146 +5%
TAM
724
Todd Asset Management
Kentucky
$1.38M -$8.03K -20 -0.6%
BJL
725
Brighton Jones LLC
Washington
$1.38M -$66.6K -166 -5%

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.