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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
DSC
1476
Duncker Streett & Co
Missouri
$65.2K
WAOTB
1477
Wealth Advisors of Tampa Bay
Florida
$65.2K +$60.2K +150 New
CMP
1478
Coston McIsaac & Partners
Maine
$65K
DPW
1479
DiNuzzo Private Wealth
Pennsylvania
$63.9K +$401 +1 +0.7%
CWM
1480
Centricity Wealth Management
Ohio
$60.9K -$8.83K -22 -14%
FP
1481
Financial Perspectives
Minnesota
$58.7K
SL
1482
Salomon & Ludwin
Virginia
$58.7K
W
1483
WealthCollab
Washington
$56.1K +$39.7K +99 +330%
HFS
1484
Hantz Financial Services
Michigan
$56K +$51.4K +128 New
VCM
1485
Versant Capital Management
Arizona
$54.4K +$21.7K +54 +76%
M
1486
MOTCO
Texas
$53.1K +$19.3K +48 +65%
ACM
1487
Aster Capital Management
United Arab Emirates
$48.8K +$49.4K +123 New
AWM
1488
AllSquare Wealth Management
New York
$47.8K -$20.1K -50 -31%
JGIA
1489
Jackson Grant Investment Advisers
Connecticut
$47.4K
GLF
1490
Groupe la Francaise
France
$46.2K -$2.1M -5,230 -98%
WPA
1491
West Paces Advisors
Georgia
$45.2K -$55.8K -139 -57%
IWP
1492
IAG Wealth Partners
Wisconsin
$45.2K
NC
1493
NewSquare Capital
Pennsylvania
$44.8K +$35.3K +88 +587%
HFS
1494
Hopwood Financial Services
Virginia
$44.4K -$14.9K -37 -27%
BWL
1495
Bogart Wealth LLC
Virginia
$44.4K +$2.01K +5 +5%
PB
1496
Pinnacle Bancorp
Nebraska
$44.4K +$4.42K +11 +12%
T
1497
TOBAM
France
$44K -$133K -332 -76%
AIM
1498
Arcadia Investment Management
Michigan
$43.5K
LC
1499
Lavaca Capital
Texas
$43.5K
BCM
1500
Berbice Capital Management
New York
$43.5K +$40.1K +100 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.