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 %
ECM
1001
Evergreen Capital Management
Washington
$530K +$145K +333 +38%
JIC
1002
Joel Isaacson & Co
New York
$528K -$12.2K -28 -2%
BFG
1003
Beacon Financial Group
Texas
$527K -$94.4K -217 -15%
LRIA
1004
Leonard Rickey Investment Advisors
Washington
$523K +$54.7K +124 +12%
HCMT
1005
Highland Capital Management (Tennessee)
Tennessee
$522K – – –
Dodge & Cox
1006
Dodge & Cox
California
$522K +$43.5K +100 +9%
RA
1007
Ransom Advisory
Rhode Island
$522K +$522K +1,200 New
WA
1008
Wealth Alliance
New York
$520K +$24.8K +57 +5%
EFG
1009
Everhart Financial Group
Ohio
$518K +$518K +1,191 New
SVWAG
1010
Sound View Wealth Advisors Group
Georgia
$517K +$101K +232 +24%
MPM
1011
Meritage Portfolio Management
Kansas
$516K -$40.5K -93 -7%
AFG
1012
Atomi Financial Group
New York
$513K +$227K +521 +79%
CG
1013
Carmignac Gestion
France
$512K -$201M -461,600 -100%
WAM
1014
Weinberger Asset Management
California
$507K -$3.48K -8 -0.7%
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
$505K +$204K +468 +67%
AWA
1016
Arete Wealth Advisors
Illinois
$505K +$146K +336 +41%
ACM
1017
Advisors Capital Management
New Jersey
$503K -$166K -382 -25%
MCM
1018
Monarch Capital Management
Indiana
$502K – – –
FMLI
1019
Fukoku Mutual Life Insurance
Japan
$499K – – –
GT
1020
Glenview Trust
Kentucky
$498K +$46.1K +106 +10%
OFG
1021
Oxford Financial Group
Indiana
$495K +$12.2K +28 +3%
AI
1022
Accredited Investors
Minnesota
$494K -$43.9K -101 -8%
Los Angeles Capital Management
1023
Los Angeles Capital Management
California
$493K -$12.6K -29 -2%
PCM
1024
Penserra Capital Management
California
$492K -$232K -536 -32%
AWM
1025
Axxcess Wealth Management
California
$492K -$164K -378 -25%
39 40
41
42 43