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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 %
Fisher Asset Management
1301
Fisher Asset Management
Washington
$249K -$65.3K -150 -21%
CPA
1302
Capital Performance Advisors
California
$247K +$247K +567 New
MSCM
1303
McElhenny Sheffield Capital Management
Texas
$245K +$1.31K +3 +0.5%
CFO
1304
CVA Family Office
Colorado
$244K +$53.1K +122 +28%
RCA
1305
Resonant Capital Advisors
Wisconsin
$244K -$15.7K -36 -6%
DMBA
1306
Deseret Mutual Benefit Administrators
Utah
$243K +$30.4K +70 +14%
SL
1307
Sentinus LLC
Illinois
$243K +$243K +559 New
LWM
1308
LJI Wealth Management
Indiana
$242K – – –
KFS
1309
Kelly Financial Services
Massachusetts
$242K – – –
TPA
1310
Trivium Point Advisory
Connecticut
$242K +$242K +557 New
LWCFA
1311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$242K – – –
EI
1312
eCIO Inc
Wisconsin
$241K +$241K +554 New
CPRC
1313
Consolidated Portfolio Review Corp
New York
$241K -$17.4K -40 -7%
VAM
1314
Verity Asset Management
North Carolina
$241K -$80.5K -185 -25%
KA
1315
KLCM Advisors
Wisconsin
$240K – – –
QFA
1316
Quantum Financial Advisors
California
$240K -$435 -1 -0.2%
RA
1317
Rise Advisors
New York
$238K +$183K +422 +335%
AWM
1318
Ariadne Wealth Management
California
$237K +$237K +587 New
MWM
1319
Maripau Wealth Management
Indiana
$237K +$237K +546 New
BA
1320
Bridgewater Advisors
New York
$237K +$237K +572 New
BL
1321
Balentine LLC
Georgia
$236K -$15.2K -35 -6%
DI
1322
Diligent Investors
California
$236K +$236K +542 New
SPFA
1323
Summit Place Financial Advisors
New Jersey
$236K +$236K +542 New
BWM
1324
Blossom Wealth Management
California
$236K +$236K +542 New
NECFA
1325
New England Capital Financial Advisors
Connecticut
$235K -$25.7K -59 -10%
51 52
53
54 55