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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
DCM
951
Donaldson Capital Management
Indiana
$627K -$234K -582 -29%
AAP
952
Arax Advisory Partners
Colorado
$625K +$152K +379 +36%
MAM
953
McLean Asset Management
Virginia
$620K +$12.8K +32 +2%
FFO
954
Fiduciary Family Office
Florida
$620K +$572K +1,426 New
FCI
955
Financial Counselors Inc
Kansas
$619K -$189K -470 -25%
ACS
956
Archford Capital Strategies
Illinois
$618K -$1.02M -2,538 -64%
GS
957
GWN Securities
Florida
$614K +$564K +1,405 New
Capstone Investment Advisors
958
Capstone Investment Advisors
New York
$613K -$7.74M -19,276 -93%
CC
959
Callan Capital
California
$613K +$59K +147 +12%
PC
960
Permanens Capital
New York
$612K +$159K +397 +39%
CWM
961
Centric Wealth Management
Illinois
$610K
THCM
962
Taylor Hoffman Capital Management
Virginia
$601K
KFA
963
Kapstone Financial Advisors
Ohio
$600K
CT
964
Colonial Trust
South Carolina
$599K +$140K +348 +34%
HB
965
Horizon Bancorp
Indiana
$599K -$803 -2 -0.1%
VAG
966
VisionPoint Advisory Group
Texas
$598K +$49K +122 +10%
PMSA
967
Patrick M. Sweeney & Associates
Illinois
$590K +$6.02K +15 +1%
CI
968
Conning Inc
Connecticut
$589K -$18.5K -46 -3%
DWM
969
Defined Wealth Management
Oregon
$588K +$4.82K +12 +0.9%
LA
970
Legacy Advisors
Pennsylvania
$585K +$58.2K +145 +12%
BMCM
971
Bryn Mawr Capital Management
Pennsylvania
$582K -$363K -904 -40%
SWP
972
Sagespring Wealth Partners
Tennessee
$582K +$257K +640 +92%
PI
973
PFG Investments
New York
$582K +$401 +1 +0.1%
APWA
974
Atlas Private Wealth Advisors
New Jersey
$580K +$7.23K +18 +1%
HFM
975
Harvest Fund Management
China
$579K +$534K +1,330 New

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.