UNH icon

UnitedHealth

3,555 hedge funds and large institutions have $417B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,385 increasing their positions, 1,641 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,555
Holders Change
-77
Holders Change %
-2.12%
% of All Funds
48.29%
Holding in Top 10
223
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+12.63%
% of All Funds
3.03%
New
208
Increased
1,385
Reduced
1,641
Closed
215
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
CAWM
2501
Capital A Wealth Management
Pennsylvania
$582K +$3.14K +6 +0.5%
DA
2502
Drake & Associates
Wisconsin
$581K +$107K +204 +23%
NFTC
2503
North Forty Two & Co
Oregon
$581K -$26.2K -50 -4%
MWM
2504
Maripau Wealth Management
Indiana
$580K +$129K +247 +29%
BFA
2505
Benedict Financial Advisors
Georgia
$580K +$22.5K +43 +4%
FH
2506
FWG Holdings
Florida
$579K -$20.9K -51 -3%
LFG
2507
Lockerman Financial Group
California
$577K -$18.9K -36 -3%
OIC
2508
Orion Investment Company
Missouri
$576K
GKFF
2509
George Kaiser Family Foundation
Oklahoma
$576K +$332K +633 +136%
PGCM
2510
Prescott Group Capital Management
Oklahoma
$576K +$332K +633 +136%
DDPIC
2511
Deroy & Devereaux Private Investment Counsel
Michigan
$576K -$503K -960 -47%
RWB
2512
RMR Wealth Builders
New Jersey
$574K -$1.54M -2,937 -73%
OWCM
2513
One Wealth Capital Management
Arizona
$574K -$30.9K -59 -5%
SP
2514
Successful Portfolios
Florida
$574K +$5.24K +10 +0.9%
OPWM
2515
Oxinas Partners Wealth Management
Indiana
$574K
TWP
2516
Tempus Wealth Planning
California
$573K +$47.1K +90 +9%
DWS
2517
Discipline Wealth Solutions
South Carolina
$572K
CC
2518
Cornerstone Capital
California
$572K
HWM
2519
HFR Wealth Management
New York
$571K -$26.2K -50 -4%
HWMC
2520
Heritage Wealth Management (California)
California
$570K -$3.14K -6 -0.5%
PFA
2521
Pathway Financial Advisors
Vermont
$569K
NCTC
2522
New Covenant Trust Company
Indiana
$568K -$27.9K -54 -5%
OFG
2523
Oxford Financial Group
Indiana
$568K +$36.7K +70 +7%
HCM
2524
Hengehold Capital Management
Ohio
$567K -$10.5K -20 -2%
DMBA
2525
Deseret Mutual Benefit Administrators
Utah
$567K +$28.3K +54 +5%