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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 %
FCG
926
Fielder Capital Group
Tennessee
$653K +$80.9K +186 +14%
SAM
927
Sectoral Asset Management
Quebec, Canada
$652K +$652K +1,500 New
WPC
928
Wedmont Private Capital
Pennsylvania
$652K +$161K +365 +33%
VA
929
Valmark Advisers
Ohio
$651K +$43.9K +101 +7%
EI
930
Ellevest Inc
New York
$649K +$287K +660 +79%
TCM
931
Twin Capital Management
Pennsylvania
$649K -$18.7K -43 -3%
CI
932
CX Institutional
Indiana
$646K +$270K +622 +72%
PCIA
933
Prime Capital Investment Advisors
Kansas
$646K +$202K +464 +45%
CL
934
CVFG LLC
Indiana
$645K +$4.35K +10 +0.7%
KFSC
935
Keystone Financial Services (Colorado)
Colorado
$643K +$18.7K +43 +3%
PCM
936
Prelude Capital Management
New York
$639K +$639K +1,470 New
DWA
937
Douglass Winthrop Advisors
New York
$636K -$21.7K -50 -3%
CA
938
Claro Advisors
Massachusetts
$635K +$211K +485 +50%
SIA
939
Schechter Investment Advisors
Michigan
$633K +$337K +775 +114%
CRI
940
Colonial River Investments
Virginia
$630K -$26.5K -61 -4%
DCM
941
Donaldson Capital Management
Indiana
$627K -$253K -582 -29%
AAP
942
Arax Advisory Partners
Colorado
$625K +$165K +379 +36%
MAM
943
McLean Asset Management
Virginia
$620K +$13.8K +32 +2%
FFO
944
Fiduciary Family Office
Florida
$620K +$620K +1,426 New
FCI
945
Financial Counselors Inc
Kansas
$619K -$204K -470 -25%
ACS
946
Archford Capital Strategies
Illinois
$618K -$1.1M -2,538 -64%
GS
947
GWN Securities
Florida
$614K +$614K +1,405 New
Capstone Investment Advisors
948
Capstone Investment Advisors
New York
$613K -$8.38M -19,276 -93%
CC
949
Callan Capital
California
$613K +$63.9K +147 +12%
PC
950
Permanens Capital
New York
$612K +$173K +397 +39%
36 37
38
39 40