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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 %
NW
1201
NewEdge Wealth
Pennsylvania
$311K +$311K +714 New
KFI
1202
Key Financial Inc
Pennsylvania
$311K -$13K -30 -4%
OCBCO
1203
Oversea-Chinese Banking Corp (OCBC)
Singapore
$311K +$7.39K +17 +2%
FHA
1204
Flagship Harbor Advisors
Massachusetts
$310K -$35.2K -81 -10%
GLA
1205
Good Life Advisors
Pennsylvania
$309K +$39.6K +91 +15%
C
1206
Certuity
Florida
$308K -$9.14K -21 -3%
FNT
1207
First National Trust
Pennsylvania
$308K -$44.4K -102 -13%
Kayne Anderson Rudnick Investment Management
1208
Kayne Anderson Rudnick Investment Management
California
$307K – – –
BAM
1209
Belpointe Asset Management
Nevada
$305K -$1.53M -3,507 -83%
MHC
1210
Meyer Handelman Company
New York
$304K – – –
CM
1211
Capital Management
Virginia
$304K – – –
FWA
1212
FSM Wealth Advisors
Ohio
$303K +$33.5K +77 +12%
DTL
1213
Dynamic Technology Lab
Singapore
$303K +$303K +696 New
MC
1214
Moors & Cabot
Massachusetts
$303K -$233K -535 -43%
PCP
1215
Proficio Capital Partners
Massachusetts
$302K +$30K +69 +11%
HSA
1216
HBK Sorce Advisory
Pennsylvania
$302K -$1.31K -3 -0.4%
RW
1217
RVW Wealth
California
$302K – – –
SFP
1218
SwitchPoint Financial Planning
Utah
$302K +$2.17K +5 +0.7%
AWM
1219
Aviso Wealth Management
Washington
$299K -$13.9K -32 -4%
CAMG
1220
CWA Asset Management Group
Florida
$299K +$299K +688 New
FC
1221
Forte Capital
New York
$298K +$32.2K +74 +12%
AF
1222
Aldebaran Financial
$298K – – –
WPP
1223
Whalerock Point Partners
Rhode Island
$297K -$84.8K -195 -22%
AWM
1224
Accurate Wealth Management
Florida
$296K +$14.5K +33 +5%
AI
1225
AXS Investments
New York
$296K +$22.2K +51 +8%
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