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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
KA
1276
Kovack Advisors
Florida
$270K -$8.43K -21 -3%
MWA
1277
Medallion Wealth Advisors
Connecticut
$270K
JF
1278
Jump Financial
Illinois
$270K -$4M -9,957 -94%
ITIM
1279
Indiana Trust & Investment Management
Indiana
$269K
FB
1280
First Bancorp
Maine
$269K
CPA
1281
Court Place Advisors
Maryland
$268K -$20.1K -50 -7%
OL
1282
Optas LLC
Texas
$268K +$247K +616 New
OL
1283
OneFund LLC
Florida
$267K
RSF
1284
Rik Saylor Financial
Ohio
$265K
TIA
1285
Trust Investment Advisors
Indiana
$265K +$244K +609 New
EA
1286
Everpar Advisors
Oklahoma
$264K +$244K +608 New
CPIG
1287
Chicago Partners Investment Group
Illinois
$263K +$253K +629 New
WANY
1288
Wealthspire Advisors (New York)
New York
$261K -$171K -427 -42%
PC
1289
Pecaut & Co
Iowa
$261K -$40.1K -100 -14%
GCIA
1290
Gabelli & Co Investment Advisers
New York
$261K
GITFIT
1291
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$261K +$12K +30 +5%
CG
1292
Curat Global
New Hampshire
$261K +$241K +600 New
HCA
1293
Harbour Capital Advisors
Virginia
$260K +$231K +575 New
EWM
1294
Evercore Wealth Management
New York
$259K -$7.63K -19 -3%
AWE
1295
Avidian Wealth Enterprises
Texas
$259K
AO
1296
Advisor OS
Illinois
$259K +$239K +595 New
AC
1297
AlphaCore Capital
California
$258K +$238K +594 New
RZH
1298
Relyea Zuckerberg Hanson
Connecticut
$258K +$238K +593 New
DWM
1299
Dakota Wealth Management
Florida
$257K +$237K +591 New
AF
1300
Apollon Financial
South Carolina
$257K +$5.22K +13 +2%

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.