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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
GAA
1001
Global Assets Advisory
Florida
$548K +$508K +1,266 New
PMA
1002
Prudent Man Advisors
Illinois
$547K +$11.2K +28 +2%
SCTC
1003
Sanibel Captiva Trust Company
Florida
$546K -$4.01K -10 -0.8%
SFS
1004
Strategic Financial Services
New York
$545K -$81.9K -204 -14%
PFS
1005
Prospera Financial Services
Texas
$544K +$4.42K +11 +0.9%
SRC
1006
Shufro Rose & Co
New York
$544K
LA
1007
Lifeworks Advisors
Michigan
$541K +$18.9K +47 +4%
NWAG
1008
Net Worth Advisory Group
Utah
$538K +$2.01K +5 +0.4%
VIS
1009
Vega Investment Solutions
France
$534K -$217K -540 -31%
SAM
1010
Sompo Asset Management
Japan
$531K -$96.3K -240 -16%
ECM
1011
Evergreen Capital Management
Washington
$530K +$134K +333 +38%
JIC
1012
Joel Isaacson & Co
New York
$528K -$11.2K -28 -2%
BFG
1013
Beacon Financial Group
Texas
$527K -$87.1K -217 -15%
LRIA
1014
Leonard Rickey Investment Advisors
Washington
$523K +$49.8K +124 +12%
HCMT
1015
Highland Capital Management (Tennessee)
Tennessee
$522K
RA
1016
Ransom Advisory
Rhode Island
$522K
Dodge & Cox
1017
Dodge & Cox
California
$522K +$40.1K +100 +9%
WA
1018
Wealth Alliance
New York
$520K +$22.9K +57 +5%
EFG
1019
Everhart Financial Group
Ohio
$518K +$478K +1,191 New
SVWAG
1020
Sound View Wealth Advisors Group
Georgia
$517K +$93.1K +232 +24%
MPM
1021
Meritage Portfolio Management
Kansas
$516K -$37.3K -93 -7%
AFG
1022
Atomi Financial Group
New York
$513K +$209K +521 +79%
CG
1023
Carmignac Gestion
France
$512K -$185M -461,600 -100%
WAM
1024
Weinberger Asset Management
California
$507K -$3.21K -8 -0.7%
MPWT
1025
MassMutual Private Wealth & Trust
Connecticut
$505K +$188K +468 +67%

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.