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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 %
SXL
1151
Summit X LLC
Missouri
$344K +$15.6K +36 +5%
WA
1152
Waddell & Associates
Tennessee
$343K – – –
GWANC
1153
Guardian Wealth Advisors (North Carolina)
North Carolina
$342K +$27.8K +64 +9%
FCB
1154
First County Bank
Connecticut
$342K – – –
LC
1155
Lindbrook Capital
California
$342K +$174K +400 +104%
KFS
1156
Keynote Financial Services
Connecticut
$341K – – –
BMO
1157
Beck Mack & Oliver
New York
$341K – – –
KFP
1158
KMG Fiduciary Partners
Ohio
$340K +$340K +782 New
EW
1159
Evoke Wealth
California
$340K +$72.2K +166 +27%
LJAC
1160
L.J. Altfest & Co
New York
$338K – – –
CCA
1161
Childress Capital Advisors
Texas
$337K +$37K +85 +12%
DA
1162
Dover Advisors
Virginia
$337K – – –
GKWIM
1163
Gerber Kawasaki Wealth & Investment Management
California
$337K +$79.3K +182 +31%
PFA
1164
Pettinga Financial Advisors
Indiana
$337K – – –
SQA
1165
Simon Quick Advisors
New Jersey
$336K +$336K +773 New
FBT
1166
First Bank & Trust
South Dakota
$336K +$32.2K +74 +11%
FAN
1167
Financial Advisors Network
California
$335K -$4.35K -10 -1%
AWAP
1168
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$58.3K -134 -15%
RPWA
1169
Regent Peak Wealth Advisors
Georgia
$334K -$8.7K -20 -3%
MFIM
1170
Mesirow Financial Investment Management
Illinois
$333K +$43.1K +99 +15%
MAM
1171
Marotta Asset Management
Virginia
$333K +$520 +1 +0.2%
CIA
1172
Choate Investment Advisors
Massachusetts
$332K +$4.79K +11 +1%
PWM
1173
PBMares Wealth Management
Virginia
$331K – – –
GCM
1174
Genus Capital Management
British Columbia, Canada
$331K +$331K +760 New
SIM
1175
Sentry Investment Management
Wisconsin
$330K +$330K +780 New
45 46
47
48 49