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
FB
926
Fulton Bank
Pennsylvania
$670K +$185K +460 +43%
SFS
927
Sowell Financial Services
Arkansas
$667K +$616K +1,534 New
MC
928
Middleton & Co
Massachusetts
$663K
IA
929
Inspire Advisors
Idaho
$662K -$168K -419 -22%
GTAM
930
Global Trust Asset Management
Florida
$658K
MSWM
931
Mowery & Schoenfeld Wealth Management
Illinois
$657K -$13.2K -33 -2%
HWMO
932
Heritage Wealth Management (Ohio)
Ohio
$657K -$100K -250 -14%
NFA
933
Northern Financial Advisors
Michigan
$657K +$75.1K +187 +14%
BOM
934
Bank of Marin
California
$656K
KP
935
Keel Point
Alabama
$654K +$100K +249 +20%
FCG
936
Fielder Capital Group
Tennessee
$653K +$74.7K +186 +14%
SAM
937
Sectoral Asset Management
Quebec, Canada
$652K +$602K +1,500 New
WPC
938
Wedmont Private Capital
Pennsylvania
$652K +$147K +365 +33%
VA
939
Valmark Advisers
Ohio
$651K +$40.5K +101 +7%
EI
940
Ellevest Inc
New York
$649K +$265K +660 +79%
TCM
941
Twin Capital Management
Pennsylvania
$649K -$17.3K -43 -3%
CI
942
CX Institutional
Indiana
$646K +$250K +622 +72%
PCIA
943
Prime Capital Investment Advisors
Kansas
$646K +$186K +464 +45%
CL
944
CVFG LLC
Indiana
$645K +$4.01K +10 +0.7%
KFSC
945
Keystone Financial Services (Colorado)
Colorado
$643K +$17.3K +43 +3%
PCM
946
Prelude Capital Management
New York
$639K +$590K +1,470 New
DWA
947
Douglass Winthrop Advisors
New York
$636K -$20.1K -50 -3%
CA
948
Claro Advisors
Massachusetts
$635K +$195K +485 +50%
SIA
949
Schechter Investment Advisors
Michigan
$633K +$311K +775 +114%
CRI
950
Colonial River Investments
Virginia
$630K -$24.5K -61 -4%

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.