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Elevance Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1376
Grimes & Company
Massachusetts
$201K +$201K +462 New
SWM
1377
Spire Wealth Management
Virginia
$201K +$3.91K +9 +2%
RWM
1378
Riverbend Wealth Management
South Carolina
$201K -$60.4K -139 -23%
BC
1379
Brio Consultants
California
$201K +$201K +461 New
SB
1380
Strategic Blueprint
Georgia
$200K +$200K +460 New
MG
1381
Mather Group
Illinois
$196K +$86.5K +199 +79%
PFBT
1382
Parkside Financial Bank & Trust
Missouri
$189K +$19.4K +46 +11%
TFA
1383
Transamerica Financial Advisors
Florida
$186K +$96.5K +222 +108%
A
1384
AlphaQuest
New York
$184K -$27.8K -64 -13%
RF
1385
Roxbury Financial
New Jersey
$183K -$1.59K -4 -0.9%
ST
1386
Smithfield Trust
Pennsylvania
$183K +$15.9K +37 +10%
RAM
1387
Ramirez Asset Management
New York
$179K
CWP
1388
Concord Wealth Partners
Virginia
$176K -$864K -1,983 -83%
AF
1389
Abound Financial
California
$176K +$176K +405 New
AIC
1390
Archer Investment Corporation
Indiana
$175K +$5.22K +12 +3%
MMG
1391
Monetary Management Group
Missouri
$174K
CAWM
1392
Capital A Wealth Management
Pennsylvania
$172K
HFM
1393
Hartford Financial Management
Connecticut
$165K
CFFP
1394
Center for Financial Planning
Michigan
$163K
DAM
1395
Delta Asset Management
Tennessee
$161K
HCM
1396
Hollencrest Capital Management
California
$159K -$456K -1,049 -74%
KA
1397
Kozak & Associates
Colorado
$158K +$881 +2 +0.6%
TSMHT
1398
Thurston Springer Miller Herd & Titak
Indiana
$157K +$31.8K +73 +25%
BC
1399
Bayforest Capital
United Kingdom
$155K +$155K +356 New
AT
1400
Avalon Trust
New Mexico
$152K