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 %
ML
2576
McAdam LLC
Pennsylvania
$528K +$14.1K +27 +3%
AWM
2577
AllSquare Wealth Management
New York
$527K -$267K -510 -34%
SWA
2578
Strategies Wealth Advisors
Michigan
$527K +$527K +1,006 New
M
2579
MATAURO
New York
$526K +$5.24K +10 +1%
SAF
2580
Smith Anglin Financial
Texas
$525K -$38.8K -74 -7%
PWAM
2581
Papamarkou Wellner Asset Management
New York
$524K -$1.91M -3,655 -79%
CCAM
2582
Codex Capital Asset Management
Texas
$524K
CI
2583
Corient IA
Florida
$524K +$524K +1,000 New
AWA
2584
Aletheian Wealth Advisors
Washington
$523K +$45.1K +86 +9%
GSIAS
2585
Garden State Investment Advisory Services
New Jersey
$523K -$29.9K -57 -5%
CFS
2586
Commonwealth Financial Services
West Virginia
$522K -$4.19K -8 -0.8%
WHCI
2587
W.H. Cornerstone Investments
Massachusetts
$521K -$105K -200 -17%
KOC
2588
Koss-Olinger Consulting
Florida
$521K +$521K +995 New
DCM
2589
Dimension Capital Management
Florida
$519K -$11K -21 -2%
FFG
2590
Fortress Financial Group
Minnesota
$518K +$1.05K +2 +0.2%
GPW
2591
Gentry Private Wealth
Kansas
$517K +$517K +988 New
POIA
2592
Pin Oak Investment Advisors
Texas
$517K +$318K +616 +160%
JGGDR
2593
JGP Global Gestao de Recursos
Brazil
$517K -$206K -393 -28%
PKC
2594
Palmer Knight Company
Florida
$516K
SFS
2595
Security Financial Services
Indiana
$515K +$45.6K +87 +10%
GLA
2596
Good Life Advisors
Pennsylvania
$515K +$28.8K +55 +6%
FFG
2597
Fiduciary Financial Group
California
$515K -$140K -236 -21%
CFO
2598
Custos Family Office
Texas
$515K +$173K +331 +51%
SICM
2599
Sustainable Insight Capital Management
New York
$514K +$157K +300 +44%
RWP
2600
Ridgecrest Wealth Partners
California
$514K -$37.2K -71 -7%