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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
GWCM
1251
Godshalk Welsh Capital Management
Pennsylvania
$283K
MWC
1252
MBM Wealth Consultants
Missouri
$282K -$49K -122 -16%
C
1253
Covestor
United Kingdom
$282K +$59.8K +149 +30%
APC
1254
Aspire Private Capital
North Carolina
$282K +$260K +648 New
HA
1255
HFG Advisors
Ohio
$281K +$1.2K +3 +0.5%
DIP
1256
DT Investment Partners
Pennsylvania
$280K
KWA
1257
Kellett Wealth Advisors
Ohio
$280K
RWP
1258
Ridgecrest Wealth Partners
California
$278K
SIC
1259
Shoker Investment Counsel
Ohio
$278K +$256K +638 New
VVP
1260
Venture Visionary Partners
Ohio
$277K -$6.82K -17 -3%
DAS
1261
Diversify Advisory Services
Utah
$277K -$49.8K -124 -16%
VFPW
1262
Vantage Financial Partners (Wisconsin)
Wisconsin
$275K -$6.42K -16 -2%
AIM
1263
Advyzon Investment Management
Illinois
$275K +$253K +631 New
DIA
1264
Dean Investment Associates
Ohio
$274K +$14.9K +37 +6%
CWA
1265
Cura Wealth Advisors
Illinois
$274K +$253K +631 New
GWMR
1266
GC Wealth Management RIA
Massachusetts
$273K +$17.3K +43 +7%
AC
1267
Addison Capital
Pennsylvania
$273K
CH
1268
Cromwell Holdings
Wyoming
$273K -$38.9K -97 -13%
AT
1269
American Trust
Kentucky
$273K +$27.7K +69 +12%
HPC
1270
HM Payson & Co
Maine
$272K -$32.1K -80 -11%
FCM
1271
Fire Capital Management
California
$272K
WCM
1272
Washington Capital Management
Washington
$272K
BPCE
1273
Bank Pictet & Cie (Europe)
Germany
$272K +$251K +625 New
TPI
1274
Trust Point Inc
Wisconsin
$271K -$79.1K -197 -24%
CCM
1275
Canal Capital Management
Virginia
$271K

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.