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 %
WI
2751
Westbourne Investments
Virginia
$427K -$26.2K -50 -6%
BBA
2752
Braun-Bostich & Associates
Pennsylvania
$426K -$18.3K -35 -4%
OPWM
2753
Oregon Pacific Wealth Management
Oregon
$426K -$13.6K -26 -3%
FC
2754
Financial Council
Maryland
$425K -$7.86K -15 -2%
HIIFS
2755
Harel Insurance Investments & Financial Services
Israel
$425K -$47.2K -90 -10%
MP
2756
Moment Partners
California
$425K -$13.1K -25 -3%
FDP
2757
Financiere des Professionnels
Quebec, Canada
$425K +$40.9K +78 +11%
BWA
2758
BlueChip Wealth Advisors
Georgia
$424K
EPP
2759
ETF Portfolio Partners
Kansas
$424K
MFF
2760
Michels Family Financial
Texas
$422K +$10.5K +20 +3%
ODIJL
2761
One Day In July LLC
Vermont
$422K -$63.9K -122 -13%
VAMG
2762
Voisard Asset Management Group
Michigan
$421K +$1.57K +3 +0.4%
FPW
2763
Fairvoy Private Wealth
Alabama
$421K -$14.1K -27 -3%
PWM
2764
PBMares Wealth Management
Virginia
$420K -$563K -1,074 -57%
VCP
2765
Verus Capital Partners
Arizona
$419K -$24.1K -46 -5%
SFCL
2766
Strengthening Families & Communities LLC
Massachusetts
$419K -$48.7K -93 -10%
TFF
2767
The Family Firm
Maryland
$418K +$1.57K +3 +0.4%
NO
2768
Ninety One
South Africa
$418K -$2.11M -4,024 -83%
EAM
2769
Evanson Asset Management
California
$417K +$78.1K +149 +23%
CIG
2770
Cascade Investment Group
Colorado
$417K -$51.8K -99 -11%
HWP
2771
Heritage Wealth Partners
Ohio
$416K -$508K -971 -55%
SPWG
2772
Sage Private Wealth Group
Illinois
$416K +$23.1K +44 +6%
HDIM
2773
Hanson & Doremus Investment Management
Vermont
$416K -$51.3K -98 -11%
SAM
2774
Strive Asset Management
Ohio
$413K -$5.24K -10 -1%
MWP
2775
Meridian Wealth Partners
Pennsylvania
$413K -$45K -86 -10%