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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
CAM
1101
Campion Asset Management
Virginia
$407K -$10K -25 -3%
FPL
1102
Fortress Private Ledger
North Carolina
$406K +$375K +933 New
AOWM
1103
Alpha Omega Wealth Management
Virginia
$406K -$11.2K -28 -3%
JIP
1104
Jaffetilchin Investment Partners
Florida
$401K +$371K +923 New
RDFA
1105
Ritter Daniher Financial Advisory
Ohio
$401K
SHA
1106
Seneca House Advisors
Virginia
$399K -$81.5K -203 -18%
CA
1107
Continuum Advisory
Idaho
$399K +$34.1K +85 +10%
WWM
1108
Western Wealth Management
Colorado
$399K -$5.62K -14 -2%
BW
1109
Basepoint Wealth
Iowa
$398K -$13.2K -33 -3%
WAS
1110
Wealth Advisory Solutions
Indiana
$395K
DI
1111
Disciplined Investors
Texas
$394K -$40.5K -101 -10%
APA
1112
Astoria Portfolio Advisors
New York
$393K -$98.4K -245 -21%
SCP
1113
Sivia Capital Partners
California
$392K +$362K +902 New
HS
1114
Horan Securities
United States
$392K
CGA
1115
Compound Global Advisors
Washington
$391K -$843K -2,100 -68%
LA
1116
Latitude Advisors
Florida
$389K -$16.5K -41 -4%
HIP
1117
HUB Investment Partners
Texas
$388K +$358K +891 New
CF
1118
Claris Financial
Virginia
$385K
EFP
1119
Elser Financial Planning
Indiana
$384K +$10.4K +26 +3%
GWM
1120
GSB Wealth Management
Connecticut
$383K -$3.61K -9 -1%
KRW
1121
Kaufman Rossin Wealth
Florida
$382K +$353K +879 New
PPWP
1122
Premier Path Wealth Partners
New Jersey
$381K +$58.6K +146 +20%
RT
1123
Rockland Trust
Massachusetts
$380K +$112K +278 +47%
CWM
1124
Circle Wealth Management
New Jersey
$379K +$350K +871 New
RPGNY
1125
Retirement Planning Group (New York)
New York
$378K -$1.08M -2,683 -76%

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.