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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
RFA
1301
ROI Financial Advisors
Oregon
$256K -$180K -448 -43%
CIP
1302
Convergence Investment Partners
Florida
$256K +$4.01K +10 +2%
KIM
1303
Kestra Investment Management
Texas
$255K -$252K -627 -52%
CT
1304
Chicago Trust
Illinois
$255K +$236K +587 New
BOSSRA
1305
B.O.S.S. Retirement Advisors
Utah
$254K -$70.3K -175 -23%
LFG
1306
Larson Financial Group
Missouri
$254K +$60.6K +151 +35%
PWMG
1307
Prestige Wealth Management Group
New Jersey
$254K +$8.03K +20 +4%
TFF
1308
The Family Firm
Maryland
$253K -$17.7K -44 -7%
GIA
1309
Gladstone Institutional Advisory
Florida
$252K +$232K +578 New
CCM
1310
Crew Capital Management
Ohio
$251K +$4.42K +11 +2%
CAL
1311
Capital Analysts LLC
Pennsylvania
$251K +$14.1K +35 +6%
BOPW
1312
Brandywine Oak Private Wealth
Pennsylvania
$251K -$401 -1 -0.2%
SAM
1313
Sawgrass Asset Management
Florida
$251K -$7.23K -18 -3%
AT
1314
Arlington Trust
Alabama
$249K -$127K -316 -36%
Fisher Asset Management
1315
Fisher Asset Management
Washington
$249K -$60.2K -150 -21%
CPA
1316
Capital Performance Advisors
California
$247K +$228K +567 New
MSCM
1317
McElhenny Sheffield Capital Management
Texas
$245K +$1.2K +3 +0.5%
CFO
1318
CVA Family Office
Colorado
$244K +$49K +122 +28%
RCA
1319
Resonant Capital Advisors
Wisconsin
$244K -$14.5K -36 -6%
DMBA
1320
Deseret Mutual Benefit Administrators
Utah
$243K +$28.1K +70 +14%
SL
1321
Sentinus LLC
Illinois
$243K +$224K +559 New
KFS
1322
Kelly Financial Services
Massachusetts
$242K
LWM
1323
LJI Wealth Management
Indiana
$242K
TPA
1324
Trivium Point Advisory
Connecticut
$242K +$224K +557 New
LWCFA
1325
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K

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.