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Elevance Health
ELV

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: 38 → 43 (+5)

4% more funds holding

Funds holding: 1,603 → 1,661 (+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

Top Buyers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
+$673M
2
Bank of America
Bank of America
North Carolina
+$353M
3
BlackRock
BlackRock
New York
+$349M
4
OAG
Orbis Allan Gray
Bermuda
+$273M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$268M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$592M
2
BCI
Brinker Capital Investments
Pennsylvania
-$357M
3
OPS
Orion Portfolio Solutions
Nebraska
-$357M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
5
First Trust Advisors
First Trust Advisors
Illinois
-$227M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1601
FSA Wealth Management
Massachusetts
$5.65K – – –
CWP
1602
Clark Wealth Partners
Illinois
$5.22K – – –
PGAM
1603
Princeton Global Asset Management
New Jersey
$4.42K -$107K -267 -96%
OA
1604
Operose Advisors
Wisconsin
$4.35K – – –
NL
1605
NVWM LLC
Pennsylvania
$4.35K +$803 +2 +25%
NMG
1606
New Millennium Group
Utah
$4.02K – – –
VWA
1607
Valued Wealth Advisors
Utah
$3.94K +$1.2K +3 +50%
CWA
1608
Carolina Wealth Advisors
South Carolina
$3.92K – – –
PA
1609
Pineridge Advisors
Missouri
$3.92K +$401 +1 +13%
WA
1610
WestEnd Advisors
North Carolina
$3.92K +$2.41K +6 +200%
BI
1611
Binnacle Investments
Iowa
$3.92K +$3.61K +9 New
SPF
1612
South Plains Financial
Texas
$3.91K – – –
DWM
1613
Darwin Wealth Management
Florida
$3.69K – – –
TFM
1614
TFC Financial Management
Massachusetts
$3.48K -$3.21K -8 -50%
ETS
1615
ESL Trust Services
New York
$3.48K – – –
Q1WB
1616
Quest 10 Wealth Builders
Virginia
$3.48K – – –
BLC
1617
Brown, Lisle/Cummings
Rhode Island
$3.48K +$3.21K +8 New
EWA
1618
EQ Wealth Advisors
Texas
$3.48K +$3.21K +8 New
WPA
1619
Wealth Preservation Advisors
Tennessee
$3.48K +$3.21K +8 New
BHWM
1620
Bay Harbor Wealth Management
Maryland
$3.48K – – –
WW
1621
Winnow Wealth
Texas
$3.19K +$1.2K +3 +60%
SWA
1622
SOA Wealth Advisors
New York
$3.08K – – –
GEA
1623
Glen Eagle Advisors
New Jersey
$3.06K – – –
PWA
1624
Principia Wealth Advisory
Texas
$3.05K – – –
SIM
1625
Synergy Investment Management
Florida
$3.04K -$4.82K -12 -63%
63 64
65
66 67

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.