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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
WA
1576
Whipplewood Advisors
Colorado
$10K -$5.22K -13 -54%
MMCM
1577
Murphy & Mullick Capital Management
New York
$10K
TCM
1578
TruNorth Capital Management
Michigan
$10K +$9.23K +23 New
DF
1579
Dunhill Financial
United Kingdom
$9.62K +$2.41K +6 +38%
PWA
1580
Physician Wealth Advisors
Utah
$9.57K +$3.21K +8 +57%
CB
1581
CNB Bank
Pennsylvania
$9.57K -$803 -2 -8%
FUBT
1582
First United Bank & Trust
Maryland
$9.57K
LWMI
1583
Legacy Wealth Management (Idaho)
Idaho
$8.7K
RPA
1584
Redwood Park Advisors
California
$8.7K
AWM
1585
Activest Wealth Management
Florida
$8.7K +$7.23K +18 +900%
CPA
1586
Compass Planning Associates
Massachusetts
$8.35K
APW
1587
Aventura Private Wealth
Florida
$7.83K
LAM
1588
Lummis Asset Management
Texas
$7.83K
GJIA
1589
Glass Jacobson Investment Advisors
Maryland
$7.38K
AW
1590
Avion Wealth
Texas
$7K
TCA
1591
Trifecta Capital Advisors
Illinois
$6.96K
MSFP
1592
Mark Sheptoff Financial Planning
Connecticut
$6.96K
SHIM
1593
Stone House Investment Management
Pennsylvania
$6.96K +$6.42K +16 New
WWM
1594
Wolff Wiese Magana
California
$6.53K
RFS
1595
Richardson Financial Services
Massachusetts
$6.52K
HFS
1596
Hughes Financial Services
Virginia
$6.49K +$6.02K +15 New
MBFW
1597
Morton Brown Family Wealth
Pennsylvania
$6.09K
CIAS
1598
CBIZ Investment Advisory Services
Ohio
$6.09K +$3.61K +9 +180%
CAIM
1599
Catherine Avery Investment Management
Florida
$5.65K
FGA
1600
Fortis Group Advisors
New Jersey
$5.65K

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.