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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 %
BAM
1326
Blueshift Asset Management
New Jersey
$233K -$241K -554 -51%
BFS
1327
Bradley Foster & Sargent
Connecticut
$233K +$233K +535 New
KOC
1328
Koss-Olinger Consulting
Florida
$232K +$232K +534 New
PWM
1329
Pines Wealth Management
North Carolina
$231K -$12.9K -30 -5%
EGA
1330
E&G Advisors
Texas
$231K +$231K +530 New
USCWA
1331
U.S. Capital Wealth Advisors
Texas
$230K +$230K +529 New
IDA
1332
Intelligence Driven Advisers
California
$229K -$116K -266 -34%
PTP
1333
Platform Technology Partners
New York
$229K -$7.39K -17 -3%
CCA
1334
Carrera Capital Advisors
Michigan
$228K -$136K -313 -37%
CIS
1335
Custom Index Systems
New York
$228K -$33.1K -76 -13%
AC
1336
ASB Consultores
Florida
$228K +$228K +524 New
MGWM
1337
Marks Group Wealth Management
Minnesota
$228K +$228K +524 New
WEG
1338
World Equity Group
Illinois
$226K -$401K -786 -64%
DS
1339
DRW Securities
Illinois
$225K +$225K +518 New
PCG
1340
Prosperity Consulting Group
Maryland
$224K +$224K +514 New
NAS
1341
Nicolet Advisory Services
Wisconsin
$223K +$223K +512 New
WJWM
1342
Williams Jones Wealth Management
New York
$223K +$223K +512 New
NSIM
1343
North Star Investment Management
Illinois
$222K – – –
FAM
1344
Formidable Asset Management
Ohio
$222K +$222K +510 New
WCM
1345
Winebrenner Capital Management
Kentucky
$221K +$221K +508 New
SWA
1346
Stratos Wealth Advisors
Ohio
$220K +$220K +504 New
LPFG
1347
Landing Point Financial Group
Ohio
$219K +$219K +504 New
AL
1348
Aspiriant LLC
California
$218K +$218K +502 New
BHWM
1349
Bar Harbor Wealth Management
New Hampshire
$217K +$217K +500 New
BFP
1350
Briaud Financial Planning
Texas
$217K – – –
52 53
54
55 56