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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
CSC
1626
Caldwell Sutter Capital
California
$3.04K – – –
FC
1627
Fairscale Capital
New Hampshire
$3.04K – – –
GWSA
1628
Global Wealth Strategies & Associates
Colorado
$3.04K – – –
HI
1629
Hoey Investments
Pennsylvania
$3.04K – – –
LIM
1630
Longfellow Investment Management
Massachusetts
$3.04K – – –
FPF
1631
First Pacific Financial
Washington
$3.04K +$2.81K +7 New
HBW
1632
Hazlett, Burt & Watson
West Virginia
$3K -$4.01K -10 -56%
CTB
1633
Country Trust Bank
Illinois
$2.61K +$2.41K +6 New
FAM
1634
Flaharty Asset Management
Florida
$2.61K +$2.41K +6 New
PP
1635
Pacifica Partners
Canada
$2.26K +$2.01K +5 New
FFA
1636
Frazier Financial Advisors
Ohio
$2.23K – – –
SFGP
1637
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.17K -$205K -510 -99%
MTIC
1638
Missouri Trust & Investment Company
Missouri
$2.17K -$50.2K -125 -96%
JFA
1639
JNBA Financial Advisors
Minnesota
$2.17K – – –
RP
1640
Raelipskie Partnership
Ontario, Canada
$2.17K – – –
RAM
1641
Riggs Asset Management
Pennsylvania
$2.17K +$1.2K +3 +150%
PIS
1642
POM Investment Strategies
North Carolina
$1.74K -$5.22K -13 -76%
BA
1643
Bellwether Advisors
Nebraska
$1.74K – – –
EPAM
1644
Evelyn Partners Asset Management
$1.74K – – –
DWM
1645
Dogwood Wealth Management
Kansas
$1.74K +$1.61K +4 New
FNWA
1646
Financial Network Wealth Advisors
Utah
$1.74K +$1.61K +4 New
CAM
1647
Chesapeake Asset Management
New York
$1.74K +$803 +2 +100%
HHGA
1648
Halbert Hargrove Global Advisors
California
$1.59K +$1.61K +4 New
PS
1649
PayPay Securities
Japan
$1.34K -$1.61K -4 -57%
PWM
1650
Parkworth Wealth Management
California
$1.3K – – –
64 65
66
67 68

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.