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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
CBT
1501
Crews Bank & Trust
Florida
$40.5K
CAC
1502
Core Alternative Capital
Georgia
$39.6K
SCB
1503
Saudi Central Bank
Saudi Arabia
$39.6K +$36.5K +91 New
SVCP
1504
Silicon Valley Capital Partners
California
$39.5K
WCM
1505
WealthTrak Capital Management
Virginia
$36.5K +$2.41K +6 +8%
AWM
1506
Abound Wealth Management
Tennessee
$36.5K -$2.41K -6 -7%
NC
1507
North Capital
Utah
$36.1K +$33.3K +83 New
TF
1508
Tompkins Financial
New York
$34.4K +$8.03K +20 +34%
FMP
1509
Financial Management Professionals
Texas
$33.5K +$6.82K +17 +28%
FMII
1510
Farmers & Merchants Investments Inc
Nebraska
$32.6K
GPI
1511
General Partner Inc
Pennsylvania
$32.6K
MWM
1512
Mascoma Wealth Management
New Hampshire
$32.6K
CWC
1513
Carolinas Wealth Consulting
North Carolina
$31.5K -$1.61K -4 -5%
RTC
1514
Riverview Trust Company
Washington
$31.3K +$26.9K +67 +1,340%
BONH
1515
Bank of New Hampshire
New Hampshire
$30.4K
FWA
1516
Flagship Wealth Advisors
Massachusetts
$30.4K
PSB
1517
Piscataqua Savings Bank
New Hampshire
$30K
WA
1518
WPG Advisers
Maryland
$29.1K +$17.3K +43 +179%
LAMC
1519
Longview Asset Management (California)
California
$28.7K
APW
1520
Acima Private Wealth
Virginia
$28.7K
GGI
1521
Godsey & Gibb Inc
Virginia
$28.6K
PWMG
1522
Private Wealth Management Group
New Jersey
$27.4K +$15.3K +38 +152%
GFPC
1523
Global Financial Private Client
Florida
$27.4K +$2.41K +6 +11%
HCP
1524
Hexagon Capital Partners
Arkansas
$26.5K +$7.23K +18 +42%
TCM
1525
TD Capital Management
Tennessee
$26.1K

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.