HF Advisory Group Boosts Elevance Health Stock Position

Institutional investor increases stake in health insurance giant by nearly 1,800%

Apr. 2, 2026 at 11:13am

Got story updates? Submit your updates here. ›

HF Advisory Group LLC significantly increased its position in Elevance Health, Inc. (NYSE: ELV) during the fourth quarter, according to a recent SEC filing. The investment firm now owns 152,705 shares of the health insurance company's stock, up from just 8,050 shares previously.

Why it matters

Elevance Health is one of the largest health benefits companies in the United States, providing medical and specialty health plans for individuals, employers, and government programs. The substantial increase in HF Advisory Group's stake suggests the firm sees significant growth potential in Elevance Health's business.

The details

According to the filing, HF Advisory Group lifted its position in Elevance Health by 1,797%, adding 144,655 additional shares. The firm now owns 0.07% of Elevance Health, making it the company's 7th largest institutional shareholder. The investment represents 2% of HF Advisory Group's total portfolio.

  • The increased stake was reported in HF Advisory Group's Q4 2025 13F filing, which covers the period from October 1 to December 31, 2025.
  • Elevance Health's stock price closed at $298.99 on April 2, 2026.

The players

HF Advisory Group LLC

An institutional investment firm that manages over $7.5 billion in assets.

Elevance Health, Inc.

A leading U.S. health benefits company that provides medical and specialty health plans for individuals, employers, and government programs.

Got photos? Submit your photos here. ›

What’s next

Elevance Health is expected to report its Q1 2026 earnings in late April, which could provide more insight into the company's performance and growth outlook.

The takeaway

HF Advisory Group's significant increase in its Elevance Health position suggests the firm sees strong potential in the health insurance provider's business model and future prospects, even as the stock has pulled back from its highs.