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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
RIL
1201
Rothschild Investment LLC
Illinois
$321K +$40.9K +102 +16%
MPM
1202
MBB Public Markets
Illinois
$320K +$295K +736 New
3IP
1203
3Chopt Investment Partners
Virginia
$318K +$294K +732 New
IP
1204
Ignite Planners
California
$318K +$803 +2 +0.3%
LWM
1205
Lakeridge Wealth Management
Ohio
$317K +$3.61K +9 +1%
CCMG
1206
Clark Capital Management Group
Pennsylvania
$316K -$4.96M -12,363 -94%
IWM
1207
IHT Wealth Management
Illinois
$313K -$15.7K -39 -5%
LAM
1208
Lountzis Asset Management
Pennsylvania
$312K -$71.1K -177 -19%
SIC
1209
SJS Investment Consulting
Ohio
$312K +$13.6K +34 +5%
SAG
1210
SageView Advisory Group
California
$312K +$19.7K +49 +7%
CHC
1211
City Holding Co
West Virginia
$311K
NW
1212
NewEdge Wealth
Pennsylvania
$311K +$287K +714 New
KFI
1213
Key Financial Inc
Pennsylvania
$311K -$12K -30 -4%
OCBCO
1214
Oversea-Chinese Banking Corp (OCBC)
Singapore
$311K +$6.82K +17 +2%
FHA
1215
Flagship Harbor Advisors
Massachusetts
$310K -$32.5K -81 -10%
GLA
1216
Good Life Advisors
Pennsylvania
$309K +$36.5K +91 +15%
C
1217
Certuity
Florida
$308K -$8.43K -21 -3%
FNT
1218
First National Trust
Pennsylvania
$308K -$40.9K -102 -13%
Kayne Anderson Rudnick Investment Management
1219
Kayne Anderson Rudnick Investment Management
California
$307K
BAM
1220
Belpointe Asset Management
Nevada
$305K -$1.41M -3,507 -83%
CM
1221
Capital Management
Virginia
$304K
MHC
1222
Meyer Handelman Company
New York
$304K
FWA
1223
FSM Wealth Advisors
Ohio
$303K +$30.9K +77 +12%
DTL
1224
Dynamic Technology Lab
Singapore
$303K +$279K +696 New
MC
1225
Moors & Cabot
Massachusetts
$303K -$215K -535 -43%

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.