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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 %
DI
1101
Disciplined Investors
Texas
$394K -$43.9K -101 -10%
APA
1102
Astoria Portfolio Advisors
New York
$393K -$105K -245 -21%
SCP
1103
Sivia Capital Partners
California
$392K +$392K +902 New
HS
1104
Horan Securities
United States
$392K – – –
CGA
1105
Compound Global Advisors
Washington
$391K -$835K -2,100 -68%
LA
1106
Latitude Advisors
Florida
$389K -$17.8K -41 -4%
HIP
1107
HUB Investment Partners
Texas
$388K +$388K +891 New
CF
1108
Claris Financial
Virginia
$385K – – –
EFP
1109
Elser Financial Planning
Indiana
$384K +$11.3K +26 +3%
GWM
1110
GSB Wealth Management
Connecticut
$383K -$3.92K -9 -1%
KRW
1111
Kaufman Rossin Wealth
Florida
$382K +$382K +879 New
PPWP
1112
Premier Path Wealth Partners
New Jersey
$381K +$63.5K +146 +20%
RT
1113
Rockland Trust
Massachusetts
$380K +$121K +278 +47%
CWM
1114
Circle Wealth Management
New Jersey
$379K +$379K +871 New
RPGNY
1115
Retirement Planning Group (New York)
New York
$378K -$1.17M -2,683 -76%
IAS
1116
Insigneo Advisory Services
Florida
$375K +$42.6K +98 +13%
CG
1117
Cynosure Group
Utah
$372K -$2.12M -4,879 -85%
PCA
1118
Prosperity Capital Advisors
Ohio
$372K +$110K +254 +42%
FM
1119
Foster & Motley
Ohio
$372K +$8.26K +19 +2%
APG
1120
Abacus Planning Group
South Carolina
$371K +$132K +303 +55%
DJSG
1121
D.J. St. Germain
Massachusetts
$370K -$205K -472 -36%
PA
1122
PharVision Advisers
Florida
$369K +$369K +849 New
MAWA
1123
Moss Adams Wealth Advisors
Washington
$369K +$369K +848 New
C1AG
1124
Client 1st Advisory Group
Florida
$368K – – –
PWAM
1125
Private Wealth Asset Management
Iowa
$367K +$367K +844 New
43 44
45
46 47