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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
AI
1076
AdvisorShares Investments
Maryland
$433K +$401K +1,000 New
BIA
1077
Bell Investment Advisors
California
$430K +$14.5K +36 +4%
SAW
1078
Signal Advisors Wealth
Michigan
$430K +$77.1K +192 +24%
PTC
1079
Petrus Trust Company
Texas
$428K -$682K -1,699 -63%
EHC
1080
Everett Harris & Co
California
$427K -$10.8K -27 -3%
CST
1081
Charles Schwab Trust
Nevada
$427K +$394K +982 New
PHAM
1082
Palisades Hudson Asset Management
Florida
$425K
FTC
1083
Farmers Trust Company
Ohio
$424K
FFC
1084
First Financial Corp
Indiana
$422K
CWS
1085
Cypress Wealth Services
California
$421K +$69.4K +173 +22%
CAM
1086
Creekmur Asset Management
Illinois
$421K +$389K +968 New
KWM
1087
KFG Wealth Management
Indiana
$418K -$4.01K -10 -1%
ICP
1088
Impact Capital Partners
Colorado
$418K +$126K +315 +49%
BWP
1089
BSW Wealth Partners
Colorado
$415K +$98.4K +245 +35%
WC
1090
Waterloo Capital
Texas
$413K +$382K +951 New
SI
1091
Seeds Investor
New York
$413K -$72.7K -181 -16%
FEG
1092
Financial Enhancement Group
Indiana
$412K -$72.7K -181 -15%
SAI
1093
Systematic Alpha Investments
New Jersey
$412K
IBOK
1094
Independence Bank of Kentucky
Kentucky
$411K -$166K -413 -30%
W
1095
Wealthquest
Ohio
$411K +$379K +945 New
SIC
1096
Samalin Investment Counsel
New York
$411K +$46.2K +115 +14%
SWC
1097
Spectrum Wealth Counsel
Indiana
$410K
NGA
1098
Naples Global Advisors
Florida
$409K -$321K -799 -46%
LSV Asset Management
1099
LSV Asset Management
Illinois
$409K +$8.03K +20 +2%
BTWM
1100
Brass Tax Wealth Management
Ohio
$407K +$803 +2 +0.2%

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.