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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
SRL
1726
Scientech Research LLC
New Jersey
-$594K -1,610 Closed
RIA
1727
Realta Investment Advisors
Delaware
-$518K -1,395 Closed
VHAM
1728
Van Hulzen Asset Management
California
-$485K -1,315 Closed
JGGDR
1729
JGP Global Gestao de Recursos
Brazil
-$452K -1,226 Closed
SAI
1730
Savvy Advisors Inc
New York
-$438K -1,187 Closed
TYCC
1731
Texas Yale Capital Corp
Florida
-$433K -1,175 Closed
FIA
1732
FNY Investment Advisers
New York
-$461K -1,148 -100%
PF
1733
Phoenix Financial
Israel
-$410K -1,110 Closed
BOTPPF
1734
Board of the Pension Protection Fund
United Kingdom
-$406K -1,100 Closed
HTIM
1735
Harbour Trust & Investment Management
Indiana
-$385K -1,044 Closed
CCG
1736
Catalina Capital Group
California
-$369K -1,001 Closed
PFG
1737
Prosperity Financial Group
California
-$356K -964 Closed
CWAG
1738
Compton Wealth Advisory Group
Virginia
-$352K -954 Closed
CPC
1739
Consolidated Planning Corp
Georgia
-$343K -931 Closed
RC
1740
Roundview Capital
New Jersey
-$338K -915 Closed
RS
1741
R Squared
Hong Kong
-$321K -870 Closed
BBI
1742
Baxter Bros Inc
Connecticut
-$320K -868 Closed
WPW
1743
Waldron Private Wealth
Pennsylvania
-$314K -852 Closed
CFG
1744
Carr Financial Group
Massachusetts
-$312K -846 Closed
FC
1745
Farringdon Capital
United Kingdom
-$310K -839 Closed
FA
1746
Fermata Advisors
California
-$287K -778 Closed
SIA
1747
Sovereign Investment Advisors
Arizona
-$279K -756 Closed
AFT
1748
Alpha Family Trust
California
-$271K -735 Closed
PCP
1749
Perbak Capital Partners
United Kingdom
-$268K -726 Closed
FI
1750
FWG Investments
Kentucky
-$262K -710 Closed

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.