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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
AC
1751
AXQ Capital
New Jersey
-$261K -707 Closed
GCM
1752
Greenland Capital Management
New York
-$259K -702 Closed
AIP
1753
Arrowpoint Investment Partners
Singapore
-$281K -700 Closed
SC
1754
Sierra Capital
Florida
-$244K -662 Closed
FRM
1755
Fox Run Management
Connecticut
-$225K -611 Closed
BIA
1756
Bigelow Investment Advisors
Maine
-$224K -608 Closed
OL
1757
Owen LaRue
Kentucky
-$221K -600 Closed
SF
1758
Symphony Financial
Texas
-$230K -590 Closed
PHS
1759
Pekin Hardy Strauss
Illinois
-$212K -575 Closed
SCM
1760
Soleus Capital Management
Connecticut
-$203K -550 Closed
WWA
1761
Wingate Wealth Advisors
Massachusetts
-$125K -338 Closed
KBFS
1762
Kohmann Bosshard Financial Services
Ohio
-$111K -300 Closed
CAS
1763
Coppell Advisory Solutions
Texas
-$75.3K -204 Closed
CIAM
1764
Caitong International Asset Management
Hong Kong
-$72.7K -197 Closed
EBA
1765
Eagle Bay Advisors
New York
-$67.2K -182 Closed
VFA
1766
Values First Advisors
Tennessee
-$61.6K -167 Closed
PPA
1767
Pilgrim Partners Asia
Singapore
-$44.3K -120 Closed
OP
1768
ORG Partners
Indiana
-$30.2K -82 Closed
LDB
1769
Lee, Danner & Bass
Tennessee
-$29.5K -80 Closed
VWM
1770
Venturi Wealth Management
Texas
-$28.8K -78 Closed
AWM
1771
Accredited Wealth Management
Kentucky
-$24.7K -67 Closed
OSNBOA
1772
Old Second National Bank of Aurora
Illinois
-$22.1K -60 Closed
MCM
1773
Mainstream Capital Management
California
-$15.5K -42 Closed
MCM
1774
MidAtlantic Capital Management
Virginia
-$14.8K -40 Closed
TCG
1775
Transcendent Capital Group
Oklahoma
-$14.8K -40 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.