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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
FBT
1176
First Bank & Trust
South Dakota
$336K +$29.7K +74 +11%
FAN
1177
Financial Advisors Network
California
$335K -$4.01K -10 -1%
AWAP
1178
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$53.8K -134 -15%
RPWA
1179
Regent Peak Wealth Advisors
Georgia
$334K -$8.03K -20 -3%
MFIM
1180
Mesirow Financial Investment Management
Illinois
$333K +$39.7K +99 +15%
MAM
1181
Marotta Asset Management
Virginia
$333K +$401 +1 +0.2%
CIA
1182
Choate Investment Advisors
Massachusetts
$332K +$4.42K +11 +1%
PWM
1183
PBMares Wealth Management
Virginia
$331K
GCM
1184
Genus Capital Management
British Columbia, Canada
$331K +$305K +760 New
SIM
1185
Sentry Investment Management
Wisconsin
$330K +$313K +780 New
IWA
1186
Icon Wealth Advisors
Texas
$330K -$2.81K -7 -0.9%
NFG
1187
Nations Financial Group
Iowa
$328K +$401 +1 +0.1%
PFT
1188
Providence First Trust
Arizona
$328K
LCGC
1189
Legacy Capital Group California
California
$327K -$1.61K -4 -0.5%
HBS
1190
Howard Bailey Securities
Indiana
$326K -$189K -471 -39%
SA
1191
Strategic Advisors
New York
$326K -$73.9K -184 -20%
MWM
1192
Meridian Wealth Management
Kentucky
$326K -$65K -162 -18%
PWPS
1193
Pinnacle Wealth Planning Services
Ohio
$325K +$16.9K +42 +6%
PAS
1194
PKS Advisory Services
New York
$324K +$118K +294 +47%
FWP
1195
Forefront Wealth Partners
Texas
$324K -$73.9K -184 -20%
FFA
1196
Florida Financial Advisors
Florida
$324K +$15.3K +38 +5%
HA
1197
Herold Advisors
New York
$322K -$282K -703 -49%
FPCP
1198
Fort Point Capital Partners
California
$322K +$12.4K +31 +4%
ECAM
1199
East Coast Asset Management
Massachusetts
$321K +$3.61K +9 +1%
FA
1200
Fedenia Advisers
Wisconsin
$321K +$32.1K +80 +12%

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.