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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 %
MMA
976
Miracle Mile Advisors
California
$568K +$48.7K +112 +9%
FB
977
Finward Bancorp
Indiana
$567K – – –
CWS
978
Confluence Wealth Services
Pennsylvania
$566K +$566K +1,325 New
ALAM
979
Asahi Life Asset Management
Japan
$565K +$211K +485 +60%
EWM
980
Evermay Wealth Management
Virginia
$563K -$162K -372 -22%
SOS
981
Silver Oak Securities
Tennessee
$563K -$218K -505 -28%
HWMG
982
Hurlow Wealth Management Group
Indiana
$560K – – –
CHP
983
Cable Hill Partners
Oregon
$559K +$559K +1,328 New
QC
984
Quent Capital
New York
$557K -$90.5K -208 -14%
TFIPS
985
Towarzystwo Funduszy Inwestycyjnych PZU SA
$554K – – –
WB
986
WesBanco Bank
West Virginia
$552K -$12.6K -29 -2%
IC
987
Iconiq Capital
California
$552K +$552K +1,270 New
CWM
988
Compass Wealth Management
Connecticut
$552K -$87K -200 -14%
HWAM
989
Hennion & Walsh Asset Management
New Jersey
$550K -$43.9K -101 -7%
AIA
990
Affinity Investment Advisors
California
$550K +$90K +207 +20%
GAA
991
Global Assets Advisory
Florida
$548K +$548K +1,266 New
PMA
992
Prudent Man Advisors
Illinois
$547K +$12.2K +28 +2%
SCTC
993
Sanibel Captiva Trust Company
Florida
$546K -$4.35K -10 -0.8%
SFS
994
Strategic Financial Services
New York
$545K -$88.7K -204 -14%
PFS
995
Prospera Financial Services
Texas
$544K +$4.81K +11 +0.9%
SRC
996
Shufro Rose & Co
New York
$544K – – –
LA
997
Lifeworks Advisors
Michigan
$541K +$20.4K +47 +4%
NWAG
998
Net Worth Advisory Group
Utah
$538K +$2.17K +5 +0.4%
VIS
999
Vega Investment Solutions
France
$534K -$235K -540 -31%
SAM
1000
Sompo Asset Management
Japan
$531K -$104K -240 -16%
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