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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
FDW
1526
Fourth Dimension Wealth
Ohio
$24.8K
BWAM
1527
Boyd Watterson Asset Management
Ohio
$24.4K
FDCP
1528
Foster Dykema Cabot & Partners
Massachusetts
$24.4K
LWANC
1529
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.5K
PMFA
1530
Plante Moran Financial Advisors
Michigan
$23.5K
CTWM
1531
Cherry Tree Wealth Management
Minnesota
$23.1K +$8.03K +20 +61%
OWA
1532
Opal Wealth Advisors
New York
$23.1K +$21.3K +53 New
AFG
1533
Albion Financial Group
Utah
$22.6K
EB
1534
Eastern Bank
Massachusetts
$22.6K
PA
1535
PSI Advisors
Florida
$22.6K
VWM
1536
Vermillion Wealth Management
Minnesota
$21.9K
BTC
1537
Bank & Trust Company
Illinois
$21.7K
BL
1538
BFSG LLC
California
$21.7K
ITFISA
1539
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21.7K +$20.1K +50 New
FMB
1540
Field & Main Bank
Kentucky
$21.7K
MFT
1541
Moisand Fitzgerald Tamayo
Florida
$21.3K
NWMP
1542
Noble Wealth Management PBC
Colorado
$21.3K
KOCAA
1543
Knights of Columbus Asset Advisors
Connecticut
$20.9K -$15.7K -39 -45%
CNBTD
1544
Citizens National Bank Trust Department
Mississippi
$19.6K +$18.1K +45 New
RWML
1545
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$18.7K
DCM
1546
Davis Capital Management
Florida
$17.8K
BHWM
1547
Beaird Harris Wealth Management
Texas
$17.4K
KTC
1548
Kentucky Trust Company
Kentucky
$17.4K
SO
1549
Sierra Ocean
California
$17.4K +$10.4K +26 +186%
DFA
1550
DHJJ Financial Advisors
Illinois
$17K -$4.42K -11 -22%

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.