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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
PA
726
Profund Advisors
Maryland
$1.38M -$36.9K -92 -3%
CP
727
Castleview Partners
Texas
$1.38M +$338K +842 +36%
KIA
728
Knollwood Investment Advisory
Maryland
$1.38M
WA
729
Wealth Architects
California
$1.37M +$25.7K +64 +2%
SFA
730
Souders Financial Advisors
Ohio
$1.36M +$77.9K +194 +7%
OIS
731
Okabena Investment Services
Minnesota
$1.36M +$1.25M +3,119 New
HTC
732
Haverford Trust Company
Pennsylvania
$1.35M -$61.4K -153 -5%
LIM
733
Leavell Investment Management
Alabama
$1.35M -$542K -1,350 -30%
RWM
734
Ritholtz Wealth Management
New York
$1.34M +$804K +2,004 +186%
Empower Advisory Group
735
Empower Advisory Group
Colorado
$1.34M +$247K +616 +25%
TSS
736
Two Sigma Securities
New York
$1.33M +$541K +1,348 +79%
CA
737
Commerzbank Aktiengesellschaft
Germany
$1.3M +$432K +1,075 +56%
PA
738
Pinnacle Associates
New York
$1.28M -$154K -384 -12%
WAP
739
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$322K +801 +37%
S
740
SignatureFD
Georgia
$1.27M +$233K +581 +25%
LA
741
LBP AM
France
$1.27M +$1.17M +2,914 New
UB
742
UMB Bank
Missouri
$1.26M +$56.6K +141 +5%
GLLW
743
Graves Light Lenhart Wealth
Virginia
$1.25M -$24.5K -61 -2%
FFM
744
Forum Financial Management
Illinois
$1.24M +$1.15M +2,856 New
IFWM
745
Institute for Wealth Management
Colorado
$1.24M -$4.42K -11 -0.4%
SCA
746
Snowden Capital Advisors
New York
$1.24M +$277K +691 +32%
HFA
747
Harbert Fund Advisors
Alabama
$1.24M +$1.14M +2,850 New
4WM
748
44 Wealth Management
Oregon
$1.24M +$254K +633 +29%
SWP
749
Stratos Wealth Partners
Ohio
$1.23M -$297K -740 -21%
HT
750
Headlands Technologies
Illinois
$1.23M -$1.19M -2,975 -51%

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.