We are live on ! Find out more
ELV icon

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
NSEDCP
851
NJ State Employees Deferred Compensation Plan
New Jersey
$870K
APW
852
Austin Private Wealth
Texas
$868K
GS
853
GTS Securities
New York
$865K +$45.8K +114 +6%
HW
854
Hancock Whitney
Mississippi
$863K -$38.1K -95 -5%
PFA
855
Pure Financial Advisors
California
$858K +$38.1K +95 +5%
MA
856
Mutual Advisors
Nebraska
$854K -$55.4K -138 -6%
AAS
857
Ameritas Advisory Services
Nebraska
$850K -$1.61K -4 -0.2%
WH
858
Willner & Heller
California
$847K -$58.6K -146 -7%
RA
859
RFG Advisory
Alabama
$846K +$51.4K +128 +7%
JSW
860
Journey Strategic Wealth
New Jersey
$843K +$355K +885 +84%
BFC
861
Bedel Financial Consulting
Indiana
$841K +$175K +435 +27%
AWA
862
Arkadios Wealth Advisors
Georgia
$840K +$331K +825 +75%
NP
863
Nilsine Partners
Colorado
$840K +$37.3K +93 +5%
AC
864
Apella Capital
Connecticut
$839K +$6.42K +16 +0.8%
SCI
865
S&CO Inc
Massachusetts
$839K +$775K +1,931 New
PGIM
866
Pacific Global Investment Management
California
$838K -$4.01K -10 -0.5%
FMC
867
First Merchants Corp
Indiana
$833K +$133K +332 +21%
EAM
868
Erste Asset Management
Austria
$830K -$136K -338 -15%
AIIMS
869
Analyst IMS Investment Management Services
Israel
$824K
SMH
870
Sanders Morris Harris
Texas
$822K
CIS
871
Capital International Sarl
California
$816K +$340K +846 +82%
TFG
872
Taylor Financial Group
Virginia
$811K -$40.1K -100 -5%
FFG
873
Frisch Financial Group
New York
$810K +$2.81K +7 +0.4%
1SB
874
1ST Source Bank
Indiana
$809K -$25.7K -64 -3%
GC
875
Garde Capital
Washington
$805K -$2.41K -6 -0.3%

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.