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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
CTC
901
Central Trust Company
Missouri
$732K -$17.7K -44 -3%
VFP
902
Verus Financial Partners
Virginia
$729K
OWA
903
Outlook Wealth Advisors
Texas
$728K -$2.41K -6 -0.4%
BF
904
Brogan Financial
Tennessee
$726K +$2.81K +7 +0.4%
LI
905
LRI Investments
Florida
$726K +$9.23K +23 +1%
NRD
906
Nebula Research & Development
New York
$725K -$1.42M -3,547 -68%
RA
907
Ruggaard & Associates
Ohio
$718K +$16.5K +41 +3%
BHBT
908
Burke & Herbert Bank & Trust
Virginia
$716K
FFG
909
Fortem Financial Group
California
$714K -$287K -714 -30%
FCP
910
Fidelis Capital Partners
Florida
$713K +$26.1K +65 +4%
PTC
911
Private Trust Company
Ohio
$709K +$8.83K +22 +1%
FW
912
FullCircle Wealth
Texas
$697K +$401 +1 +0.1%
HHRDM
913
H&H Retirement Design & Management
Nevada
$693K
DWP
914
Daymark Wealth Partners
Ohio
$693K -$141K -350 -18%
SMA
915
Sage Mountain Advisors
Georgia
$691K +$136K +340 +27%
BB
916
Busey Bank
Illinois
$691K -$7.63K -19 -1%
PWMAG
917
Pinnacle Wealth Management Advisory Group
New Jersey
$690K -$154K -384 -19%
LTAS
918
Linden Thomas Advisory Services
North Carolina
$690K +$28.5K +71 +5%
NG
919
Novem Group
New York
$690K +$195K +487 +44%
II
920
Impact Investors
California
$686K +$14.9K +37 +2%
PL
921
Plancorp LLC
Missouri
$685K +$4.42K +11 +0.7%
OPTFSNA
922
Old Point Trust & Financial Services N A
Virginia
$682K -$136K -340 -18%
TNB
923
Thomasville National Bank
Georgia
$679K +$2.01K +5 +0.3%
AFW
924
Avantra Family Wealth
Pennsylvania
$674K +$14.5K +36 +2%
TFA
925
Tranquilli Financial Advisor
New Jersey
$672K +$63.4K +158 +11%

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.