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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
A
1401
AlphaQuest
New York
$184K -$25.7K -64 -13%
RF
1402
Roxbury Financial
New Jersey
$183K -$1.61K -4 -0.9%
ST
1403
Smithfield Trust
Pennsylvania
$183K +$14.9K +37 +10%
RAM
1404
Ramirez Asset Management
New York
$179K
CWP
1405
Concord Wealth Partners
Virginia
$176K -$796K -1,983 -83%
AF
1406
Abound Financial
California
$176K +$163K +405 New
AIC
1407
Archer Investment Corporation
Indiana
$175K +$4.82K +12 +3%
MMG
1408
Monetary Management Group
Missouri
$174K
CAWM
1409
Capital A Wealth Management
Pennsylvania
$172K
HFM
1410
Hartford Financial Management
Connecticut
$165K
CFFP
1411
Center for Financial Planning
Michigan
$163K
DAM
1412
Delta Asset Management
Tennessee
$161K
HCM
1413
Hollencrest Capital Management
California
$159K -$421K -1,049 -74%
KA
1414
Kozak & Associates
Colorado
$158K +$803 +2 +0.6%
TSMHT
1415
Thurston Springer Miller Herd & Titak
Indiana
$157K +$29.3K +73 +25%
BC
1416
Bayforest Capital
United Kingdom
$155K +$143K +356 New
AT
1417
Avalon Trust
New Mexico
$152K
VNA
1418
Valley National Advisers
Pennsylvania
$152K -$34.1K -85 -19%
HIA
1419
Harbor Investment Advisory
Maryland
$152K -$466K -1,161 -77%
CA
1420
CoreCap Advisors
Michigan
$150K +$5.22K +13 +4%
BGAI
1421
Bruce G. Allen Investments
Colorado
$150K +$28.1K +70 +26%
OC
1422
Oakworth Capital
Alabama
$147K
PAS
1423
Point72 Asia (Singapore)
Singapore
$146K +$135K +336 New
WTA
1424
Washington Trust Advisors
Massachusetts
$142K +$2.01K +5 +2%
CM
1425
Capula Management
Cayman Islands
$141K +$130K +324 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.