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 %
CWM
951
Centric Wealth Management
Illinois
$610K – – –
THCM
952
Taylor Hoffman Capital Management
Virginia
$601K – – –
KFA
953
Kapstone Financial Advisors
Ohio
$600K – – –
CT
954
Colonial Trust
South Carolina
$599K +$151K +348 +34%
HB
955
Horizon Bancorp
Indiana
$599K -$869 -2 -0.1%
VAG
956
VisionPoint Advisory Group
Texas
$598K +$53.1K +122 +10%
PMSA
957
Patrick M. Sweeney & Associates
Illinois
$590K +$6.52K +15 +1%
CI
958
Conning Inc
Connecticut
$589K -$20K -46 -3%
DWM
959
Defined Wealth Management
Oregon
$588K +$5.22K +12 +0.9%
LA
960
Legacy Advisors
Pennsylvania
$585K +$63.1K +145 +12%
BMCM
961
Bryn Mawr Capital Management
Pennsylvania
$582K -$393K -904 -40%
SWP
962
Sagespring Wealth Partners
Tennessee
$582K +$278K +640 +92%
PI
963
PFG Investments
New York
$582K +$435 +1 +0.1%
APWA
964
Atlas Private Wealth Advisors
New Jersey
$580K +$7.83K +18 +1%
HFM
965
Harvest Fund Management
China
$579K +$579K +1,330 New
CCFM
966
Clear Creek Financial Management
Washington
$578K +$578K +1,329 New
CW
967
CreativeOne Wealth
Kansas
$578K +$34.4K +79 +6%
OPWM
968
Oregon Pacific Wealth Management
Oregon
$574K -$52.6K -121 -8%
TCM
969
Teza Capital Management
Illinois
$574K +$574K +1,320 New
HCM
970
Howard Capital Management
Georgia
$573K -$89.6K -206 -14%
EFM
971
E Fund Management
China
$571K -$48.7K -112 -8%
AWM
972
Avior Wealth Management
Nebraska
$571K +$5.22K +12 +0.9%
SIC
973
Salem Investment Counselors
North Carolina
$570K – – –
NI
974
Natural Investments
California
$570K -$118K -271 -17%
LGA
975
Lebenthal Global Advisors
New York
$568K +$568K +1,307 New
37 38
39
40 41