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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 %
SFG
1051
SevenBridge Financial Group
Pennsylvania
$450K -$89.2K -214 -17%
CFP
1052
Catalyst Financial Partners
Massachusetts
$448K +$93.5K +215 +26%
DC
1053
Dahring Cusmano
Michigan
$445K +$435 +1 +0.1%
FWTB
1054
First Western Trust Bank
Colorado
$444K -$23.5K -54 -5%
GSEP
1055
Golden State Equity Partners
California
$443K -$8.7K -20 -2%
IIA
1056
ICW Investment Advisors
Arizona
$442K +$435 +1 +0.1%
FFBTD
1057
First Financial Bank - Trust Division
Ohio
$441K – – –
RCG
1058
Regatta Capital Group
California
$440K +$53.5K +123 +14%
FMTCOCP
1059
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$438K -$1.37M -3,149 -76%
LA
1060
LM Advisors
California
$437K +$437K +1,005 New
KCIC
1061
Kuhn & Co Investment Counsel
Illinois
$435K – – –
CI
1062
CacheTech Inc
Utah
$434K +$89.8K +207 +26%
AWM
1063
Adams Wealth Management
Utah
$434K +$89.8K +207 +26%
AC
1064
Avestar Capital
New York
$434K +$56.5K +130 +15%
CIAS
1065
Capital Investment Advisory Services
North Carolina
$433K +$4.35K +10 +1%
AI
1066
AdvisorShares Investments
Maryland
$433K +$433K +1,000 New
BIA
1067
Bell Investment Advisors
California
$430K +$15.7K +36 +4%
SAW
1068
Signal Advisors Wealth
Michigan
$430K +$83.5K +192 +24%
PTC
1069
Petrus Trust Company
Texas
$428K -$739K -1,699 -63%
EHC
1070
Everett Harris & Co
California
$427K -$11.7K -27 -3%
CST
1071
Charles Schwab Trust
Nevada
$427K +$427K +982 New
PHAM
1072
Palisades Hudson Asset Management
Florida
$425K – – –
FTC
1073
Farmers Trust Company
Ohio
$424K – – –
FFC
1074
First Financial Corp
Indiana
$422K – – –
HBS
1075
Howard Bailey Securities
Indiana
$422K -$109K -250 -20%
41 42
43
44 45