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Elevance Health
ELV

Overview Fund Activity

1,636 hedge funds and large institutions have $87.1B invested in Elevance Health in 2025 Q1 according to their latest regulatory filings, with 217 funds opening new positions, 646 increasing their positions, 530 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,636
Holders Change
+54
Holders Change %
+3.41%
% of All Funds
22.22%
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
646
Reduced
530
Closed
136
Calls
$801M
Puts
$588M
Net Calls
+$214M
Net Calls Change
+$156M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$729M
2
Bank of America
Bank of America
North Carolina
+$382M
3
BlackRock
BlackRock
New York
+$378M
4
OAG
Orbis Allan Gray
Bermuda
+$296M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$290M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$642M
2
BCI
Brinker Capital Investments
Pennsylvania
-$387M
3
OPS
Orion Portfolio Solutions
Nebraska
-$387M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$282M
5
First Trust Advisors
First Trust Advisors
Illinois
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBFW
1576
Morton Brown Family Wealth
Pennsylvania
$6.09K – – –
CIAS
1577
CBIZ Investment Advisory Services
Ohio
$6.09K +$3.91K +9 +180%
FWM
1578
FSA Wealth Management
Massachusetts
$5.65K – – –
FGA
1579
Fortis Group Advisors
New Jersey
$5.65K – – –
PGAM
1580
Princeton Global Asset Management
New Jersey
$4.42K -$118K -267 -96%
OA
1581
Operose Advisors
Wisconsin
$4.35K – – –
NL
1582
NVWM LLC
Pennsylvania
$4.35K +$870 +2 +25%
NMG
1583
New Millennium Group
Utah
$4.02K – – –
VWA
1584
Valued Wealth Advisors
Utah
$3.94K +$1.31K +3 +50%
CWA
1585
Carolina Wealth Advisors
South Carolina
$3.92K – – –
PA
1586
Pineridge Advisors
Missouri
$3.92K +$435 +1 +13%
WA
1587
WestEnd Advisors
North Carolina
$3.92K +$2.61K +6 +200%
BI
1588
Binnacle Investments
Iowa
$3.92K +$3.92K +9 New
SPF
1589
South Plains Financial
Texas
$3.91K – – –
DWM
1590
Darwin Wealth Management
Florida
$3.69K – – –
TFM
1591
TFC Financial Management
Massachusetts
$3.48K -$3.48K -8 -50%
Q1WB
1592
Quest 10 Wealth Builders
Virginia
$3.48K – – –
ETS
1593
ESL Trust Services
New York
$3.48K – – –
EWA
1594
EQ Wealth Advisors
Texas
$3.48K +$3.48K +8 New
BLC
1595
Brown, Lisle/Cummings
Rhode Island
$3.48K +$3.48K +8 New
WPA
1596
Wealth Preservation Advisors
Tennessee
$3.48K +$3.48K +8 New
BHWM
1597
Bay Harbor Wealth Management
Maryland
$3.48K – – –
WW
1598
Winnow Wealth
Texas
$3.19K +$1.2K +3 +60%
SWA
1599
SOA Wealth Advisors
New York
$3.09K – – –
GEA
1600
Glen Eagle Advisors
New Jersey
$3.06K – – –
62 63
64
65 66