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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
IAS
1126
Insigneo Advisory Services
Florida
$375K +$39.3K +98 +13%
CG
1127
Cynosure Group
Utah
$372K -$1.96M -4,879 -85%
PCA
1128
Prosperity Capital Advisors
Ohio
$372K +$102K +254 +42%
FM
1129
Foster & Motley
Ohio
$372K +$7.63K +19 +2%
APG
1130
Abacus Planning Group
South Carolina
$371K +$122K +303 +55%
DJSG
1131
D.J. St. Germain
Massachusetts
$370K -$189K -472 -36%
PA
1132
PharVision Advisers
Florida
$369K +$341K +849 New
MAWA
1133
Moss Adams Wealth Advisors
Washington
$369K +$340K +848 New
C1AG
1134
Client 1st Advisory Group
Florida
$368K
PWAM
1135
Private Wealth Asset Management
Iowa
$367K +$339K +844 New
AA
1136
Advisory Alpha
Michigan
$367K -$44.6K -111 -12%
FHA
1137
First Horizon Advisors
Tennessee
$366K +$51K +127 +18%
SCM
1138
Schnieders Capital Management
California
$364K -$4.01K -10 -1%
LFA
1139
Legacy Financial Advisors
Kentucky
$364K +$30.5K +76 +10%
CCB
1140
Country Club Bank
Missouri
$362K
HP
1141
Hilltop Partners
Indiana
$361K +$1.2K +3 +0.4%
GIM
1142
Goelzer Investment Management
Indiana
$358K +$57K +142 +21%
HFM
1143
Hartford Funds Management
Pennsylvania
$358K +$331K +824 New
LWM
1144
LongView Wealth Management
Georgia
$358K +$33.7K +84 +11%
CIA
1145
Capital Investment Advisors
Georgia
$358K +$32.1K +80 +11%
TCA
1146
Transcend Capital Advisors
New Jersey
$358K +$70.3K +175 +27%
SFM
1147
Signet Financial Management
New Jersey
$356K -$21.7K -54 -6%
MCM
1148
Manchester Capital Management
Vermont
$355K +$34.1K +85 +12%
AW
1149
Atlas Wealth
Ohio
$352K
TI
1150
Truepoint Inc
Ohio
$352K +$16.1K +40 +5%

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.