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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
PCP
1226
Proficio Capital Partners
Massachusetts
$302K +$27.7K +69 +11%
HSA
1227
HBK Sorce Advisory
Pennsylvania
$302K -$1.2K -3 -0.4%
RW
1228
RVW Wealth
California
$302K
SFP
1229
SwitchPoint Financial Planning
Utah
$302K +$2.01K +5 +0.7%
AWM
1230
Aviso Wealth Management
Washington
$299K -$12.8K -32 -4%
CAMG
1231
CWA Asset Management Group
Florida
$299K +$276K +688 New
FC
1232
Forte Capital
New York
$298K +$29.7K +74 +12%
AF
1233
Aldebaran Financial
$298K
LSA
1234
Leonteq Securities AG
Switzerland
$297K -$620K -1,545 -69%
WPP
1235
Whalerock Point Partners
Rhode Island
$297K -$78.3K -195 -22%
AWM
1236
Accurate Wealth Management
Florida
$296K +$13.2K +33 +5%
AI
1237
AXS Investments
New York
$296K +$20.5K +51 +8%
PNC
1238
Park National Corp
Ohio
$295K +$272K +678 New
PFA
1239
Pathway Financial Advisers
Indiana
$294K -$244K -607 -47%
CAM
1240
Cozad Asset Management
Illinois
$294K -$55.8K -139 -17%
ZIM
1241
Zacks Investment Management
Illinois
$290K -$10K -25 -4%
AA
1242
Addison Advisors
Vermont
$290K +$138K +345 +107%
PPW
1243
Parcion Private Wealth
Washington
$289K +$267K +664 New
FFA
1244
Founders Financial Alliance
North Carolina
$289K +$266K +663 New
SMA
1245
Seven Mile Advisory
New Jersey
$287K +$265K +660 New
IA
1246
IFP Advisors
Florida
$287K -$209K -520 -44%
CSPIA
1247
Cary Street Partners Investment Advisory
Virginia
$285K +$8.43K +21 +3%
AF
1248
Advisornet Financial
Minnesota
$285K -$1.61K -4 -0.6%
AWA
1249
Aaron Wealth Advisors
Illinois
$284K +$262K +653 New
CI
1250
Cherokee Insurance
Michigan
$283K

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.