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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
SCA
1426
Stuart Chaussee & Associates
California
$138K
BP
1427
BNP Paribas
France
$133K -$4.48M -11,163 -97%
FFO
1428
Fortitude Family Office
Arizona
$131K
ZBNA
1429
Zions Bancorporation, National Association
Utah
$131K +$121K +301 New
BC
1430
Belmont Capital
California
$130K
CWM
1431
Crowley Wealth Management
Delaware
$130K
MFC
1432
Mechanics Financial Corp
Ohio
$130K
MCM
1433
MV Capital Management
Maryland
$130K +$6.82K +17 +6%
BBHC
1434
Brown Brothers Harriman & Co
New York
$123K -$329K -820 -74%
IRC
1435
Investors Research Corp
Georgia
$123K +$18.9K +47 +20%
CT
1436
Caldwell Trust
Florida
$122K -$16.1K -40 -13%
QL
1437
Quarry LP
New York
$117K +$108K +270 New
CTA
1438
Colonial Trust Advisors
South Carolina
$117K
MA
1439
MCF Advisors
Kentucky
$116K +$2.81K +7 +3%
SCM
1440
Silvant Capital Management
Georgia
$112K
OIA
1441
Optimum Investment Advisors
Illinois
$110K +$41.3K +103 +69%
TC
1442
Trust Company
Kansas
$110K +$803 +2 +0.8%
MSG
1443
Main Street Group
Virginia
$105K +$10.8K +27 +13%
AWM
1444
Atticus Wealth Management
Florida
$104K
HIA
1445
HFM Investment Advisors
New Jersey
$103K +$95.5K +238 New
EA
1446
Evolution Advisers
Virginia
$102K
WAG
1447
Wiser Advisor Group
Arizona
$100K +$401 +1 +0.4%
HWM
1448
Hemington Wealth Management
Virginia
$100K +$10.8K +27 +13%
IMC
1449
Investment Management Corporation
Virginia
$98.2K
RCM
1450
Raleigh Capital Management
North Carolina
$97K -$7.63K -19 -8%

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.