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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
Fuller & Thaler Asset Management
876
Fuller & Thaler Asset Management
California
$791K
JWCA
877
J.W. Cole Advisors
Florida
$783K +$168K +418 +30%
Simplex Trading
878
Simplex Trading
Illinois
$782K -$269K -671 -27%
B
879
Bailard
California
$780K +$46.6K +116 +7%
BBNA
880
Bremer Bank National Association
Minnesota
$778K -$22.5K -56 -3%
BIA
881
Benchmark Investment Advisors
Illinois
$776K -$232K -578 -24%
HI
882
Humankind Investments
New York
$776K +$35.7K +89 +5%
SWM
883
Sendero Wealth Management
Texas
$775K +$2.81K +7 +0.4%
EWM
884
Empirical Wealth Management
Washington
$772K -$67.8K -169 -9%
GM
885
GeoWealth Management
Illinois
$772K +$122K +304 +21%
UCB
886
United Community Bank
South Carolina
$771K +$5.22K +13 +0.7%
SFM
887
Systematic Financial Management
New Jersey
$766K
I
888
InvesTrust
Oklahoma
$765K
TI
889
Trexquant Investment
Connecticut
$764K +$705K +1,756 New
HT
890
Heritage Trust
Oklahoma
$763K +$112K +279 +19%
HI
891
Harbour Investments
Wisconsin
$756K -$59.8K -149 -8%
CF
892
Convergence Financial
Missouri
$752K +$183K +457 +36%
FGWP
893
Founders Grove Wealth Partners
Virginia
$745K
MSAM
894
Moloney Securities Asset Management
Missouri
$743K -$28.9K -72 -4%
BEI
895
Benjamin Edwards Inc
Missouri
$739K -$158K -393 -19%
CFG
896
Citizens Financial Group
Rhode Island
$739K +$7.63K +19 +1%
EWA
897
EverSource Wealth Advisors
Alabama
$738K +$98K +244 +17%
GWA
898
Gratus Wealth Advisors
Virginia
$738K -$18.9K -47 -3%
DA
899
Detalus Advisors
Missouri
$737K
KHCM
900
Kirtland Hills Capital Management
Ohio
$732K -$12K -30 -2%

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.