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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
HA
1151
Harfst & Associates
Wyoming
$349K -$44.2K -110 -12%
YIH
1152
Y-Intercept (HK)
Hong Kong
$349K -$4.95M -12,339 -94%
TW
1153
Transform Wealth
Colorado
$348K -$2.06M -5,134 -87%
SCM
1154
SCS Capital Management
Massachusetts
$347K +$320K +798 New
FBB
1155
Fulton Breakefield Broenniman
Maryland
$346K
PA
1156
Procyon Advisors
Connecticut
$345K -$245K -610 -43%
CFD
1157
Creative Financial Designs
Indiana
$345K +$46.6K +116 +17%
SIC
1158
Sage Investment Counsel
Tennessee
$344K -$31.3K -78 -9%
HG
1159
Harbor Group
New Hampshire
$344K
AFA
1160
AA Financial Advisors
Ohio
$344K +$55K +137 +21%
SXL
1161
Summit X LLC
Missouri
$344K +$14.5K +36 +5%
WA
1162
Waddell & Associates
Tennessee
$343K
GWANC
1163
Guardian Wealth Advisors (North Carolina)
North Carolina
$342K +$25.7K +64 +9%
FCB
1164
First County Bank
Connecticut
$342K
LC
1165
Lindbrook Capital
California
$342K +$161K +400 +104%
KFS
1166
Keynote Financial Services
Connecticut
$341K
BMO
1167
Beck Mack & Oliver
New York
$341K
KFP
1168
KMG Fiduciary Partners
Ohio
$340K +$314K +782 New
EW
1169
Evoke Wealth
California
$340K +$66.6K +166 +27%
LJAC
1170
L.J. Altfest & Co
New York
$338K
CCA
1171
Childress Capital Advisors
Texas
$337K +$34.1K +85 +12%
DA
1172
Dover Advisors
Virginia
$337K
GKWIM
1173
Gerber Kawasaki Wealth & Investment Management
California
$337K +$73.1K +182 +31%
PFA
1174
Pettinga Financial Advisors
Indiana
$337K
SQA
1175
Simon Quick Advisors
New Jersey
$336K +$310K +773 New

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.