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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
CCFM
976
Clear Creek Financial Management
Washington
$578K +$534K +1,329 New
CW
977
CreativeOne Wealth
Kansas
$578K +$31.7K +79 +6%
OPWM
978
Oregon Pacific Wealth Management
Oregon
$574K -$48.6K -121 -8%
TCM
979
Teza Capital Management
Illinois
$574K +$530K +1,320 New
HCM
980
Howard Capital Management
Georgia
$573K -$82.7K -206 -14%
EFM
981
E Fund Management
China
$571K -$45K -112 -8%
AWM
982
Avior Wealth Management
Nebraska
$571K +$4.82K +12 +0.9%
SIC
983
Salem Investment Counselors
North Carolina
$570K
NI
984
Natural Investments
California
$570K -$109K -271 -17%
LGA
985
Lebenthal Global Advisors
New York
$568K +$525K +1,307 New
MMA
986
Miracle Mile Advisors
California
$568K +$45K +112 +9%
FB
987
Finward Bancorp
Indiana
$567K
CWS
988
Confluence Wealth Services
Pennsylvania
$566K +$532K +1,325 New
ALAM
989
Asahi Life Asset Management
Japan
$565K +$195K +485 +60%
EWM
990
Evermay Wealth Management
Virginia
$563K -$149K -372 -22%
SOS
991
Silver Oak Securities
Tennessee
$563K -$203K -505 -28%
HWMG
992
Hurlow Wealth Management Group
Indiana
$560K
CHP
993
Cable Hill Partners
Oregon
$559K +$533K +1,328 New
QC
994
Quent Capital
New York
$557K -$83.5K -208 -14%
TFIPS
995
Towarzystwo Funduszy Inwestycyjnych PZU SA
$554K
WB
996
WesBanco Bank
West Virginia
$552K -$11.6K -29 -2%
IC
997
Iconiq Capital
California
$552K +$510K +1,270 New
CWM
998
Compass Wealth Management
Connecticut
$552K -$80.3K -200 -14%
HWAM
999
Hennion & Walsh Asset Management
New Jersey
$550K -$40.5K -101 -7%
AIA
1000
Affinity Investment Advisors
California
$550K +$83.1K +207 +20%

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.