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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 %
PWA
1601
Principia Wealth Advisory
Texas
$3.05K – – –
SIM
1602
Synergy Investment Management
Florida
$3.05K -$5.22K -12 -63%
CSC
1603
Caldwell Sutter Capital
California
$3.05K – – –
HI
1604
Hoey Investments
Pennsylvania
$3.05K – – –
GWSA
1605
Global Wealth Strategies & Associates
Colorado
$3.05K – – –
LIM
1606
Longfellow Investment Management
Massachusetts
$3.05K – – –
FC
1607
Fairscale Capital
New Hampshire
$3.05K – – –
FPF
1608
First Pacific Financial
Washington
$3.05K +$3.05K +7 New
HBW
1609
Hazlett, Burt & Watson
West Virginia
$3K -$3.75K -10 -56%
FAM
1610
Flaharty Asset Management
Florida
$2.61K +$2.61K +6 New
CTB
1611
Country Trust Bank
Illinois
$2.61K +$2.61K +6 New
PP
1612
Pacifica Partners
Canada
$2.26K +$2.26K +5 New
FFA
1613
Frazier Financial Advisors
Ohio
$2.23K – – –
SFG
1614
Stonebridge Financial Group
Pennsylvania
$2.18K -$222K -510 -99%
MTIC
1615
Missouri Trust & Investment Company
Missouri
$2.18K -$54.4K -125 -96%
RP
1616
Raelipskie Partnership
Ontario, Canada
$2.18K – – –
JFA
1617
JNBA Financial Advisors
Minnesota
$2.18K – – –
RAM
1618
Riggs Asset Management
Pennsylvania
$2.18K +$1.31K +3 +150%
PIS
1619
POM Investment Strategies
North Carolina
$1.74K -$5.66K -13 -76%
BA
1620
Bellwether Advisors
Nebraska
$1.74K – – –
DWM
1621
Dogwood Wealth Management
Kansas
$1.74K +$1.74K +4 New
FNWA
1622
Financial Network Wealth Advisors
Utah
$1.74K +$1.74K +4 New
HHGA
1623
Halbert Hargrove Global Advisors
California
$1.59K +$1.59K +4 New
PS
1624
PayPay Securities
Japan
$1.35K -$1.79K -4 -57%
PWM
1625
Parkworth Wealth Management
California
$1.31K – – –
63 64
65
66 67