We are live on ! Find out more
ELV icon

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
WB
1776
Webster Bank
Connecticut
-$14.8K -40 Closed
CYG
1777
Clean Yield Group
Vermont
-$14.4K -39 Closed
AP
1778
Atwood & Palmer
Missouri
-$13.7K -37 Closed
SS
1779
Sunbelt Securities
Texas
-$13.3K -36 Closed
TH
1780
TCTC Holdings
Texas
-$12.9K -35 Closed
CJ
1781
Caitlin John
Michigan
-$9.96K -27 Closed
LFASL
1782
Lugano Financial Advisors SA (LFA)
Switzerland
-$7.38K -20 Closed
CBT
1783
CoreFirst Bank & Trust
Kansas
-$4.43K -12 Closed
FWM
1784
FLP Wealth Management
Arkansas
-$4.22K -11 Closed
CPL
1785
Capital & Planning LLC
Georgia
-$2.21K -6 Closed
BFPW
1786
BOK Financial Private Wealth
Colorado
-$1.84K -5 Closed
HFS
1787
Horizon Financial Services
North Carolina
-$1.84K -5 Closed
T
1788
Transce3nd
Texas
-$1.84K -5 Closed
MFG
1789
Menard Financial Group
Texas
-$1.48K -4 Closed
CCM
1790
Chilton Capital Management
Texas
-$1.11K -3 Closed
NWWA
1791
New Wave Wealth Advisors
Arkansas
-$1.11K -3 Closed
SC
1792
Swan Capital
Florida
-$1.11K -3 Closed
SMAM
1793
Sugar Maple Asset Management
Wisconsin
-$738 -2 Closed
DRP
1794
Decker Retirement Planning
Utah
-$369 -1 Closed
MAS
1795
MPWM Advisory Solutions
Georgia
-$369 -1 Closed
Parallax Volatility Advisers
1796
Parallax Volatility Advisers
California
-$401 -1 Closed
RFG
1797
REAP Financial Group
Texas
-$184 -1 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.