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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
MWM
1376
Maridea Wealth Management
New York
$213K +$197K +490 New
MCCA
1377
Mill Creek Capital Advisors
Pennsylvania
$212K +$196K +488 New
OWM
1378
Orgel Wealth Management
Wisconsin
$211K +$195K +485 New
FPCG
1379
Forum Private Client Group
Indiana
$210K +$194K +484 New
BIG
1380
Brookwood Investment Group
Arizona
$210K +$194K +483 New
WT
1381
Washington Trust
Rhode Island
$210K -$3.21K -8 -2%
TF
1382
Tudor Financial
Ohio
$210K +$194K +483 New
HKIMG
1383
Hutchens & Kramer Investment Management Group
Indiana
$208K +$192K +479 New
FAFN
1384
First Affirmative Financial Network
Colorado
$208K -$86.3K -215 -31%
TCOK
1385
Trust Company of Kansas
Kansas
$207K +$191K +475 New
WC
1386
Weil Company
California
$205K +$189K +472 New
EWA
1387
Exencial Wealth Advisors
Oklahoma
$204K +$188K +469 New
PIA
1388
Perennial Investment Advisors
California
$203K +$187K +467 New
SRC
1389
Sage Rhino Capital
California
$202K +$186K +464 New
PFM
1390
Phillips Financial Management
Indiana
$201K +$186K +463 New
WIA
1391
Wetzel Investment Advisors
Indiana
$201K +$186K +463 New
SIG
1392
Stonegate Investment Group
Alabama
$201K +$185K +462 New
GC
1393
Grimes & Company
Massachusetts
$201K +$185K +462 New
SWM
1394
Spire Wealth Management
Virginia
$201K +$3.61K +9 +2%
RWM
1395
Riverbend Wealth Management
South Carolina
$201K -$55.8K -139 -23%
BC
1396
Brio Consultants
California
$201K +$185K +461 New
SB
1397
Strategic Blueprint
Georgia
$200K +$185K +460 New
MG
1398
Mather Group
Illinois
$196K +$79.9K +199 +79%
PFBT
1399
Parkside Financial Bank & Trust
Missouri
$189K +$18.5K +46 +11%
TFA
1400
Transamerica Financial Advisors
Florida
$186K +$89.1K +222 +108%

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.