ELV icon

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 %
PTC
901
Private Trust Company
Ohio
$709K +$9.57K +22 +1%
FW
902
FullCircle Wealth
Texas
$697K +$414 +1 +0.1%
HHRDM
903
H&H Retirement Design & Management
Nevada
$693K – – –
DWP
904
Daymark Wealth Partners
Ohio
$693K -$152K -350 -18%
SMA
905
Sage Mountain Advisors
Georgia
$691K +$148K +340 +27%
BB
906
Busey Bank
Illinois
$691K -$8.26K -19 -1%
PWMAG
907
Pinnacle Wealth Management Advisory Group
New Jersey
$690K -$167K -384 -19%
LTAS
908
Linden Thomas Advisory Services
North Carolina
$690K +$30.9K +71 +5%
NG
909
Novem Group
New York
$690K +$212K +487 +44%
II
910
Impact Investors
California
$686K +$16.1K +37 +2%
PL
911
Plancorp LLC
Missouri
$685K +$4.79K +11 +0.7%
OPTFSNA
912
Old Point Trust & Financial Services N A
Virginia
$682K -$148K -340 -18%
TNB
913
Thomasville National Bank
Georgia
$679K +$2.18K +5 +0.3%
AFW
914
Avantra Family Wealth
Pennsylvania
$674K +$15.7K +36 +2%
TFA
915
Tranquilli Financial Advisor
New Jersey
$672K +$68.7K +158 +11%
FB
916
Fulton Bank
Pennsylvania
$670K +$200K +460 +43%
SFS
917
Sowell Financial Services
Arkansas
$667K +$667K +1,534 New
MC
918
Middleton & Co
Massachusetts
$663K – – –
IA
919
Inspire Advisors
Idaho
$662K -$182K -419 -22%
GTAM
920
Global Trust Asset Management
Florida
$658K – – –
MSWM
921
Mowery & Schoenfeld Wealth Management
Illinois
$657K -$14.4K -33 -2%
HWMO
922
Heritage Wealth Management (Ohio)
Ohio
$657K -$109K -250 -14%
NFA
923
Northern Financial Advisors
Michigan
$657K +$81.3K +187 +14%
BOM
924
Bank of Marin
California
$656K – – –
KP
925
Keel Point
Alabama
$654K +$108K +249 +20%
35 36
37
38 39