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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 %
BFC
851
Bedel Financial Consulting
Indiana
$841K +$180K +435 +27%
AWA
852
Arkadios Wealth Advisors
Georgia
$840K +$359K +825 +75%
NP
853
Nilsine Partners
Colorado
$840K +$40.5K +93 +5%
AC
854
Apella Capital
Connecticut
$839K +$6.97K +16 +0.8%
SCI
855
S&CO Inc
Massachusetts
$839K +$839K +1,931 New
PGIM
856
Pacific Global Investment Management
California
$838K -$4.35K -10 -0.5%
FMC
857
First Merchants Corp
Indiana
$833K +$144K +332 +21%
EAM
858
Erste Asset Management
Austria
$830K -$146K -338 -15%
AIIMS
859
Analyst IMS Investment Management Services
Israel
$824K – – –
SMH
860
Sanders Morris Harris
Texas
$822K – – –
CIS
861
Capital International Sarl
California
$816K +$368K +846 +82%
TFG
862
Taylor Financial Group
Virginia
$811K -$43.5K -100 -5%
FFG
863
Frisch Financial Group
New York
$810K +$3.04K +7 +0.4%
1SB
864
1ST Source Bank
Indiana
$809K -$27.8K -64 -3%
GC
865
Garde Capital
Washington
$805K -$2.61K -6 -0.3%
Fuller & Thaler Asset Management
866
Fuller & Thaler Asset Management
California
$791K – – –
JWCA
867
J.W. Cole Advisors
Florida
$783K +$182K +418 +30%
Simplex Trading
868
Simplex Trading
Illinois
$782K -$292K -671 -27%
B
869
Bailard
California
$780K +$50.5K +116 +7%
BBNA
870
Bremer Bank National Association
Minnesota
$778K -$24.4K -56 -3%
BIA
871
Benchmark Investment Advisors
Illinois
$776K -$251K -578 -24%
HI
872
Humankind Investments
New York
$776K +$38.7K +89 +5%
SWM
873
Sendero Wealth Management
Texas
$775K +$3.05K +7 +0.4%
EWM
874
Empirical Wealth Management
Washington
$772K -$73.5K -169 -9%
GM
875
GeoWealth Management
Illinois
$772K +$132K +304 +21%
33 34
35
36 37