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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
SLI
826
Sumitomo Life Insurance
Japan
$955K +$8.83K +22 +1%
SPC
827
Sigma Planning Corp
Michigan
$955K +$69.8K +174 +9%
CIA
828
Concurrent Investment Advisors
Florida
$952K +$295K +735 +51%
IA
829
Icon Advisers
Colorado
$950K -$1.84M -4,588 -68%
MCC
830
Money Concepts Capital
Florida
$949K +$168K +419 +24%
CC
831
Chicago Capital
Illinois
$943K
KFGK
832
Keystone Financial Group (Kentucky)
Kentucky
$936K +$195K +487 +29%
SAM
833
Smartleaf Asset Management
Massachusetts
$934K +$12.8K +32 +2%
LAM
834
LECAP Asset Management
United Kingdom
$934K -$1.13M -2,806 -57%
MWP
835
Meriwether Wealth & Planning
Louisiana
$933K +$217K +540 +34%
RBC
836
Romano Brothers & Co
Illinois
$920K -$18.5K -46 -2%
LGF
837
LGT Group Foundation
Liechtenstein
$916K -$16.3M -40,557 -95%
FT
838
Fiduciary Trust
Massachusetts
$912K -$10K -25 -1%
APF
839
Alaska Permanent Fund
Alaska
$910K
BAM
840
Berkshire Asset Management
Pennsylvania
$907K +$315K +785 +56%
SAM
841
Synergy Asset Management
Washington
$896K +$827K +2,061 New
ADL
842
Asset Dedication LLC
California
$893K +$53.8K +134 +7%
BP
843
Ballentine Partners
Massachusetts
$892K +$145K +360 +21%
JIR
844
James Investment Research
Ohio
$888K -$32.9K -82 -4%
MWM
845
Modern Wealth Management
Kansas
$884K +$75.1K +187 +10%
WWM
846
Waterway Wealth Management
Texas
$880K -$4.01K -10 -0.5%
RIA
847
Richwood Investment Advisors
Ohio
$877K
CFO
848
Callan Family Office
Pennsylvania
$876K -$182K -454 -18%
PP
849
PDS Planning
Ohio
$874K +$197K +491 +32%
GPA
850
Garrison Point Advisors
California
$870K

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.