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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
CGL
801
Clarius Group LLC
Washington
$1.03M +$224K +558 +31%
AIM
802
Acropolis Investment Management
Missouri
$1.03M -$78.7K -196 -8%
TWM
803
Trueblood Wealth Management
Ohio
$1.03M
SCM
804
Shelton Capital Management
Colorado
$1.03M -$14.5K -36 -2%
MC
805
Matisse Capital
Oregon
$1.02M
VC
806
Vestor Capital
Illinois
$1.02M -$1.61K -4 -0.2%
CI
807
Cigna Investments
Connecticut
$1.01M -$12K -30 -1%
RGC
808
Roberts, Glore & Co
Illinois
$1.01M +$45.4K +113 +5%
T. Rowe Price Investment Management
809
T. Rowe Price Investment Management
Maryland
$1.01M +$395K +983 +73%
BWM
810
Buckley Wealth Management
Nevada
$1.01M +$37.3K +93 +4%
NW
811
Naviter Wealth
Arkansas
$1.01M -$479K -1,193 -34%
P
812
Pitcairn
Pennsylvania
$1.01M +$1.61K +4 +0.2%
SP
813
SIH Partners
Delaware
$998K +$921K +2,294 New
IFU
814
iSAM Funds (UK)
United Kingdom
$996K +$919K +2,290 New
ASN
815
Advisory Services Network
Georgia
$990K -$49K -122 -5%
RBI
816
Raiffeisen Bank International
Austria
$974K -$413K -1,028 -31%
NP
817
NorthRock Partners
Minnesota
$970K +$63.4K +158 +8%
GL
818
Graypoint LLC
New York
$969K +$264K +658 +42%
BCM
819
Barden Capital Management
Texas
$969K +$36.5K +91 +4%
FSA
820
Financial Security Advisor
Virginia
$966K -$42.6K -106 -5%
WBC
821
Westpac Banking Corp
Australia
$966K -$242K -602 -21%
BIG
822
Brooklyn Investment Group
New York
$963K +$304K +758 +52%
BWP
823
Barlow Wealth Partners
Kentucky
$961K +$12K +30 +1%
AIP
824
Ameritas Investment Partners
Nebraska
$961K -$20.1K -50 -2%
SSA
825
Schonfeld Strategic Advisors
New York
$957K -$340K -848 -28%

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.