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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
CL
751
CSS LLC
Illinois
$1.23M +$4.01K +10 +0.4%
CP
752
CenterBook Partners
Connecticut
$1.23M -$13.6M -33,890 -92%
WI
753
WBI Investments
New Jersey
$1.22M +$1.13M +2,816 New
PFPT
754
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.22M +$18.1K +45 +2%
FFA
755
Farther Finance Advisors
California
$1.22M +$262K +653 +30%
HWA
756
Heritage Wealth Advisors
Virginia
$1.21M -$586K -1,459 -34%
TFS
757
Thoroughbred Financial Services
Tennessee
$1.21M +$128K +319 +13%
PA
758
Parallel Advisors
California
$1.21M +$132K +328 +13%
RSWM
759
Robertson Stephens Wealth Management
California
$1.2M
SCM
760
Suvretta Capital Management
New York
$1.19M
CCA
761
Checchi Capital Advisers
California
$1.19M +$10.8K +27 +1%
DCM
762
DGS Capital Management
New Jersey
$1.19M +$422K +1,050 +62%
TAM
763
Tocqueville Asset Management
New York
$1.18M -$2.59M -6,455 -70%
CWA
764
Crux Wealth Advisors
California
$1.18M +$330K +821 +43%
MOS
765
MGO One Seven
Ohio
$1.18M +$116K +289 +12%
TAM
766
Trust Asset Management
Texas
$1.17M -$8.43K -21 -0.8%
KCM
767
Kathmere Capital Management
Pennsylvania
$1.16M +$639K +1,592 +147%
VIM
768
VELA Investment Management
Ohio
$1.16M +$241K +600 +29%
WC
769
Whitney & Co
New York
$1.16M
SEIA
770
Signature Estate & Investment Advisors
California
$1.15M -$1.48M -3,683 -58%
SAM
771
Smithbridge Asset Management
Pennsylvania
$1.14M +$1.05M +2,627 New
WS
772
Wedbush Securities
California
$1.14M +$3.21K +8 +0.3%
AWM
773
Apollon Wealth Management
South Carolina
$1.14M -$40.1K -100 -4%
FPAS
774
Focus Partners Advisor Solutions
Missouri
$1.14M +$705K +1,756 +205%
GBT
775
Grove Bank & Trust
Florida
$1.14M +$14.9K +37 +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.