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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 %
PCS
1351
Personal CFO Solutions
New Jersey
$217K +$217K +499 New
TW
1352
Traveka Wealth
California
$216K +$216K +497 New
SFS
1353
Security Financial Services
Indiana
$216K +$216K +497 New
OAM
1354
Occidental Asset Management
California
$216K +$216K +496 New
SFC
1355
SYM Financial Corp
Indiana
$214K +$214K +493 New
MW
1356
Marcum Wealth
Ohio
$214K +$214K +492 New
TWM
1357
Thrive Wealth Management
Pennsylvania
$214K +$214K +492 New
MA
1358
MJP Associates
Connecticut
$213K +$213K +491 New
MWM
1359
Maridea Wealth Management
New York
$213K +$213K +490 New
MCCA
1360
Mill Creek Capital Advisors
Pennsylvania
$212K +$212K +488 New
OWM
1361
Orgel Wealth Management
Wisconsin
$211K +$211K +485 New
FPCG
1362
Forum Private Client Group
Indiana
$210K +$210K +484 New
BIG
1363
Brookwood Investment Group
Arizona
$210K +$210K +483 New
WT
1364
Washington Trust
Rhode Island
$210K -$3.48K -8 -2%
TF
1365
Tudor Financial
Ohio
$210K +$210K +483 New
HKIMG
1366
Hutchens & Kramer Investment Management Group
Indiana
$208K +$208K +479 New
FAFN
1367
First Affirmative Financial Network
Colorado
$208K -$93.5K -215 -31%
TCOK
1368
Trust Company of Kansas
Kansas
$207K +$207K +475 New
WC
1369
Weil Company
California
$205K +$205K +472 New
EWA
1370
Exencial Wealth Advisors
Oklahoma
$204K +$204K +469 New
PIA
1371
Perennial Investment Advisors
California
$203K +$203K +467 New
SRC
1372
Sage Rhino Capital
California
$202K +$202K +464 New
WIA
1373
Wetzel Investment Advisors
Indiana
$201K +$201K +463 New
PFM
1374
Phillips Financial Management
Indiana
$201K +$201K +463 New
SIG
1375
Stonegate Investment Group
Alabama
$201K +$201K +462 New
53 54
55
56 57