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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
EI
1326
eCIO Inc
Wisconsin
$241K +$222K +554 New
CPRC
1327
Consolidated Portfolio Review Corp
New York
$241K -$16.1K -40 -7%
VAM
1328
Verity Asset Management
North Carolina
$241K -$74.3K -185 -25%
KA
1329
KLCM Advisors
Wisconsin
$240K
QFA
1330
Quantum Financial Advisors
California
$240K -$401 -1 -0.2%
RA
1331
Rise Advisors
New York
$238K +$169K +422 +335%
AWM
1332
Ariadne Wealth Management
California
$237K +$236K +587 New
MWM
1333
Maripau Wealth Management
Indiana
$237K +$219K +546 New
BA
1334
Bridgewater Advisors
New York
$237K +$230K +572 New
BL
1335
Balentine LLC
Georgia
$236K -$14.1K -35 -6%
BWM
1336
Blossom Wealth Management
California
$236K +$218K +542 New
DI
1337
Diligent Investors
California
$236K +$218K +542 New
SPFA
1338
Summit Place Financial Advisors
New Jersey
$236K +$218K +542 New
NECFA
1339
New England Capital Financial Advisors
Connecticut
$235K -$23.7K -59 -10%
BAM
1340
Blueshift Asset Management
New Jersey
$233K -$222K -554 -51%
BFS
1341
Bradley Foster & Sargent
Connecticut
$233K +$215K +535 New
MA
1342
Maxele Advisors
Missouri
$233K -$18.1K -45 -8%
KOC
1343
Koss-Olinger Consulting
Florida
$232K +$214K +534 New
PWM
1344
Pines Wealth Management
North Carolina
$231K -$12K -30 -5%
EGA
1345
E&G Advisors
Texas
$231K +$213K +530 New
USCWA
1346
U.S. Capital Wealth Advisors
Texas
$230K +$212K +529 New
IDA
1347
Intelligence Driven Advisers
California
$229K -$107K -266 -34%
PTP
1348
Platform Technology Partners
New York
$229K -$6.82K -17 -3%
CCA
1349
Carrera Capital Advisors
Michigan
$228K -$126K -313 -37%
CIS
1350
Custom Index Systems
New York
$228K -$30.5K -76 -13%

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.