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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
VWWMG
1551
Vermillion & White Wealth Management Group
Pennsylvania
$17K +$15.7K +39 New
SWP
1552
SIMA Wealth Partners
Virginia
$15.7K
ICM
1553
Islay Capital Management
Texas
$15.2K -$827K -2,061 -98%
HNW
1554
High Note Wealth
Minnesota
$14.4K +$5.62K +14 +74%
GG
1555
Gleason Group
Kentucky
$13.6K
HWA
1556
HHM Wealth Advisors
Tennessee
$13.5K
PG
1557
Proffitt & Goodson
Tennessee
$13.5K
S
1558
Sachetta
Massachusetts
$13.5K +$11.2K +28 +933%
RWM
1559
Rialto Wealth Management
New York
$13.5K +$12.4K +31 New
AP
1560
Aspect Partners
Virginia
$13K
AF
1561
Atala Financial
California
$13K
CI
1562
Clal Insurance
Israel
$13K +$9.23K +23 +383%
NRG
1563
Nemes Rush Group
Michigan
$12.6K -$4.01K -10 -26%
ACM
1564
Accent Capital Management
Ohio
$12.6K +$11.6K +29 New
TIM
1565
Tortoise Investment Management
New York
$12.2K
HCA
1566
Harbor Capital Advisors
Illinois
$12K +$10.8K +27 New
CPG
1567
Cornerstone Planning Group
New Jersey
$11.5K +$8.43K +21 +350%
NCM
1568
Northwest Capital Management
Oregon
$11.3K
RS
1569
Rakuten Securities
Japan
$11.3K +$5.62K +14 +117%
MHR
1570
Matthew Hamilton Rosenberg
$10.9K
CA
1571
Crewe Advisors
Utah
$10.9K +$1.2K +3 +14%
HWP
1572
Highline Wealth Partners
California
$10.5K +$5.62K +14 +140%
RTL
1573
Red Tortoise LLC
Georgia
$10.4K +$9.63K +24 New
TWD
1574
True Wealth Design
Ohio
$10.1K +$6.82K +17 +283%
OCM
1575
Orion Capital Management
California
$10K -$32.9K -82 -78%

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.