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Elevance Health
ELV

Overview Fund Activity

1,636 hedge funds and large institutions have $87.1B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 646 increasing their positions, 530 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
+54
Holders Change %
+3.41%
% of All Funds
22.22%
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
646
Reduced
530
Closed
136
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$729M
2
Bank of America
Bank of America
North Carolina
+$382M
3
BlackRock
BlackRock
New York
+$378M
4
OAG
Orbis Allan Gray
Bermuda
+$296M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
BCI
Brinker Capital Investments
Pennsylvania
-$387M
3
OPS
Orion Portfolio Solutions
Nebraska
-$387M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
5
First Trust Advisors
First Trust Advisors
Illinois
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
826
Romano Brothers & Co
Illinois
$920K -$20K -46 -2%
LGF
827
LGT Group Foundation
Liechtenstein
$916K -$17.6M -40,557 -95%
FT
828
Fiduciary Trust
Massachusetts
$912K -$10.9K -25 -1%
APF
829
Alaska Permanent Fund
Alaska
$910K – – –
BAM
830
Berkshire Asset Management
Pennsylvania
$907K +$324K +785 +56%
SAM
831
Synergy Asset Management
Washington
$896K +$896K +2,061 New
ADL
832
Asset Dedication LLC
California
$893K +$58.3K +134 +7%
BP
833
Ballentine Partners
Massachusetts
$892K +$157K +360 +21%
JIR
834
James Investment Research
Ohio
$888K -$35.7K -82 -4%
MWM
835
Modern Wealth Management
Kansas
$884K +$81.3K +187 +10%
WWM
836
Waterway Wealth Management
Texas
$880K -$4.35K -10 -0.5%
RIA
837
Richwood Investment Advisors
Ohio
$877K – – –
CFO
838
Callan Family Office
Pennsylvania
$876K -$197K -454 -18%
PP
839
PDS Planning
Ohio
$874K +$214K +491 +32%
NSEDCP
840
NJ State Employees Deferred Compensation Plan
New Jersey
$870K – – –
GPA
841
Garrison Point Advisors
California
$870K – – –
APW
842
Austin Private Wealth
Texas
$868K – – –
GS
843
GTS Securities
New York
$865K +$49.6K +114 +6%
HW
844
Hancock Whitney
Mississippi
$863K -$41.3K -95 -5%
PFA
845
Pure Financial Advisors
California
$858K +$41.3K +95 +5%
MA
846
Mutual Advisors
Nebraska
$854K -$58.2K -138 -6%
AAS
847
Ameritas Advisory Services
Nebraska
$850K -$1.66K -4 -0.2%
WH
848
Willner & Heller
California
$847K -$63.5K -146 -7%
RA
849
RFG Advisory
Alabama
$846K +$55.7K +128 +7%
JSW
850
Journey Strategic Wealth
New Jersey
$843K +$385K +885 +84%
32 33
34
35 36