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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 %
MAM
1026
Milestone Asset Management
Pennsylvania
$488K +$10.4K +24 +2%
CPA
1027
Cardiff Park Advisors
California
$486K – – –
GFP
1028
Gryphon Financial Partners
Ohio
$486K +$20.9K +48 +4%
AIA
1029
AssuredPartners Investment Advisors
Florida
$483K +$10K +23 +2%
HCM
1030
Hengehold Capital Management
Ohio
$482K +$435 +1 +0.1%
IAP
1031
Indie Asset Partners
Indiana
$480K -$83.1K -191 -15%
JWCA
1032
J.W. Coons Advisors
Ohio
$477K -$80K -184 -14%
SBF
1033
Sara-Bay Financial
Florida
$476K – – –
DFG
1034
Demars Financial Group
Washington
$475K +$475K +206,606 New
MGIA
1035
Moneta Group Investment Advisors
Missouri
$469K -$8.27K -19 -2%
VCM
1036
Virtue Capital Management
Tennessee
$468K +$149K +340 +46%
JHC
1037
J. Hagan Capital
Kentucky
$468K +$468K +1,268 New
AA
1038
Alta Advisers
United Kingdom
$466K +$130K +300 +39%
CIM
1039
CIM Investment Management
Pennsylvania
$465K -$435 -1 -0.1%
SW
1040
Solidarity Wealth
Utah
$465K – – –
JCM
1041
Jacobi Capital Management
Pennsylvania
$463K +$79.2K +182 +21%
WWM
1042
Whalen Wealth Management
Nevada
$463K – – –
AWP
1043
Ascent Wealth Partners
New York
$461K +$87.9K +202 +24%
WMA
1044
Wealth Management Associates
New Jersey
$458K – – –
FFA
1045
First Foundation Advisors
California
$458K -$9.57K -22 -2%
CAG
1046
Crestwood Advisors Group
Massachusetts
$458K +$167K +383 +57%
OWA
1047
Octavia Wealth Advisors
Ohio
$457K +$457K +1,050 New
AIM
1048
Aspen Investment Management
Michigan
$456K +$11.7K +27 +3%
IIC
1049
Integrated Investment Consultants
Michigan
$456K +$9.13K +21 +2%
KFG
1050
Kelly Financial Group
Connecticut
$452K +$2.18K +5 +0.5%
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