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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
AWA
1026
Arete Wealth Advisors
Illinois
$505K +$135K +336 +41%
ACM
1027
Advisors Capital Management
New Jersey
$503K -$153K -382 -25%
MCM
1028
Monarch Capital Management
Indiana
$502K
FMLI
1029
Fukoku Mutual Life Insurance
Japan
$499K
GT
1030
Glenview Trust
Kentucky
$498K +$42.6K +106 +10%
OFG
1031
Oxford Financial Group
Indiana
$495K +$11.2K +28 +3%
AI
1032
Accredited Investors
Minnesota
$494K -$40.5K -101 -8%
Los Angeles Capital Management
1033
Los Angeles Capital Management
California
$493K -$11.6K -29 -2%
PCM
1034
Penserra Capital Management
California
$492K -$215K -536 -32%
AWM
1035
Axxcess Wealth Management
California
$492K -$152K -378 -25%
MAM
1036
Milestone Asset Management
Pennsylvania
$488K +$9.63K +24 +2%
CPA
1037
Cardiff Park Advisors
California
$486K
GFP
1038
Gryphon Financial Partners
Ohio
$486K +$19.3K +48 +4%
AIA
1039
AssuredPartners Investment Advisors
Florida
$483K +$9.23K +23 +2%
HCM
1040
Hengehold Capital Management
Ohio
$482K +$401 +1 +0.1%
IAP
1041
Indie Asset Partners
Indiana
$480K -$76.7K -191 -15%
JWCA
1042
J.W. Coons Advisors
Ohio
$477K -$73.9K -184 -14%
SBF
1043
Sara-Bay Financial
Florida
$476K
DFG
1044
Demars Financial Group
Washington
$475K +$82.9M +206,606 New
MGIA
1045
Moneta Group Investment Advisors
Missouri
$469K -$7.63K -19 -2%
VCM
1046
Virtue Capital Management
Tennessee
$468K +$136K +340 +46%
JHC
1047
J. Hagan Capital
Kentucky
$468K +$509K +1,268 New
AA
1048
Alta Advisers
United Kingdom
$466K +$120K +300 +39%
CIM
1049
CIM Investment Management
Pennsylvania
$465K -$401 -1 -0.1%
SW
1050
Solidarity Wealth
Utah
$465K

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.