We are live on ! Find out more
ELV icon

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
JCM
1051
Jacobi Capital Management
Pennsylvania
$463K +$73.1K +182 +21%
WWM
1052
Whalen Wealth Management
Nevada
$463K
AWP
1053
Ascent Wealth Partners
New York
$461K +$81.1K +202 +24%
WMA
1054
Wealth Management Associates
New Jersey
$458K
FFA
1055
First Foundation Advisors
California
$458K -$8.83K -22 -2%
CAG
1056
Crestwood Advisors Group
Massachusetts
$458K +$154K +383 +57%
OWA
1057
Octavia Wealth Advisors
Ohio
$457K +$422K +1,050 New
AIM
1058
Aspen Investment Management
Michigan
$456K +$10.8K +27 +3%
IIC
1059
Integrated Investment Consultants
Michigan
$456K +$8.43K +21 +2%
KFG
1060
Kelly Financial Group
Connecticut
$452K +$2.01K +5 +0.5%
SFG
1061
SevenBridge Financial Group
Pennsylvania
$450K -$85.9K -214 -17%
CFP
1062
Catalyst Financial Partners
Massachusetts
$448K +$86.3K +215 +26%
DC
1063
Dahring Cusmano
Michigan
$445K +$401 +1 +0.1%
FWTB
1064
First Western Trust Bank
Colorado
$444K -$21.7K -54 -5%
GSEP
1065
Golden State Equity Partners
California
$443K -$8.03K -20 -2%
IIA
1066
ICW Investment Advisors
Arizona
$442K +$401 +1 +0.1%
FFBTD
1067
First Financial Bank - Trust Division
Ohio
$441K
RCG
1068
Regatta Capital Group
California
$440K +$49.4K +123 +14%
FMTCOCP
1069
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$438K -$1.26M -3,149 -76%
LA
1070
LM Advisors
California
$437K +$403K +1,005 New
KCIC
1071
Kuhn & Co Investment Counsel
Illinois
$435K
AWM
1072
Adams Wealth Management
Utah
$434K +$83.1K +207 +26%
CI
1073
CacheTech Inc
Utah
$434K +$83.1K +207 +26%
AC
1074
Avestar Capital
New York
$434K +$52.2K +130 +15%
CIAS
1075
Capital Investment Advisory Services
North Carolina
$433K +$4.01K +10 +1%

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.