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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
AC
1351
ASB Consultores
Florida
$228K +$210K +524 New
MGWM
1352
Marks Group Wealth Management
Minnesota
$228K +$210K +524 New
IFG
1353
Independent Financial Group
California
$226K +$209K +520 New
WEG
1354
World Equity Group
Illinois
$226K -$316K -786 -64%
DS
1355
DRW Securities
Illinois
$225K +$208K +518 New
PCG
1356
Prosperity Consulting Group
Maryland
$224K +$206K +514 New
NAS
1357
Nicolet Advisory Services
Wisconsin
$223K +$206K +512 New
WJWM
1358
Williams Jones Wealth Management
New York
$223K +$206K +512 New
NSIM
1359
North Star Investment Management
Illinois
$222K
FAM
1360
Formidable Asset Management
Ohio
$222K +$205K +510 New
WCM
1361
Winebrenner Capital Management
Kentucky
$221K +$204K +508 New
SWA
1362
Stratos Wealth Advisors
Ohio
$220K +$202K +504 New
LPFG
1363
Landing Point Financial Group
Ohio
$219K +$202K +504 New
AL
1364
Aspiriant LLC
California
$218K +$202K +502 New
BHWM
1365
Bar Harbor Wealth Management
New Hampshire
$217K +$201K +500 New
BFP
1366
Briaud Financial Planning
Texas
$217K
PCS
1367
Personal CFO Solutions
New Jersey
$217K +$200K +499 New
TW
1368
Traveka Wealth
California
$216K +$200K +497 New
SFS
1369
Security Financial Services
Indiana
$216K +$200K +497 New
PVI
1370
Pine Valley Investments
New Jersey
$216K +$200K +497 New
OAM
1371
Occidental Asset Management
California
$216K +$199K +496 New
SFC
1372
SYM Financial Corp
Indiana
$214K +$198K +493 New
MW
1373
Marcum Wealth
Ohio
$214K +$198K +492 New
TWM
1374
Thrive Wealth Management
Pennsylvania
$214K +$198K +492 New
MA
1375
MJP Associates
Connecticut
$213K +$197K +491 New

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.