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UnitedHealth
UNH

Overview Fund Activity

3,554 hedge funds and large institutions have $417B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 1,386 increasing their positions, 1,638 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,554
Holders Change
-76
Holders Change %
-2.09%
% 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
209
Increased
1,386
Reduced
1,638
Closed
215
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$47.5B
2
Capital Research Global Investors
Capital Research Global Investors
California
$10.9B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$13.5B
4
BlackRock
BlackRock
New York
$38.9B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$13.8B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$12.7B
2
GQG Partners
GQG Partners
Florida
$0
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.51B
4
Amundi
Amundi
France
$2.5B
5
OAG
Orbis Allan Gray
Bermuda
$348M
Name Holding Trade Value Shares
Change 		Shares
Change %
LG
3651
LaFleur & Godfrey
Michigan
– -$737K -1,456 Closed
HVP
3652
Hudson Value Partners
Florida
– -$732K -1,446 Closed
LWM
3653
Laidlaw Wealth Management
New York
– -$713K -1,409 Closed
MWM
3654
Maridea Wealth Management
New York
– -$704K -1,392 Closed
Impax Asset Management Group
3655
Impax Asset Management Group
United Kingdom
– -$700K -1,383 Closed
BIP
3656
Blueprint Investment Partners
North Carolina
– -$659K -1,302 Closed
PAS
3657
PKS Advisory Services
New York
– -$645K -1,274 Closed
AC
3658
Avory & Company
Florida
– -$632K -1,249 Closed
BI
3659
Bolthouse Investments
California
– -$631K -1,247 Closed
IIM
3660
InTrack Investment Management
Vermont
– -$655K -1,205 Closed
ACM
3661
Absolute Capital Management
Pennsylvania
– -$592K -1,170 Closed
GFG
3662
Goldstone Financial Group
Illinois
– -$591K -1,169 Closed
CBA
3663
Coastal Bridge Advisors
Connecticut
– -$590K -1,167 Closed
WCM
3664
Windward Capital Management
California
– -$584K -1,154 Closed
SCM
3665
Sunbeam Capital Management
Georgia
– -$565K -1,116 Closed
PCP
3666
Perbak Capital Partners
United Kingdom
– -$564K -1,115 Closed
OTL
3667
Oak Thistle LLC
New York
– -$563K -1,113 Closed
CFM
3668
Catalyst Funds Management
Australia
– -$556K -1,100 Closed
BOM
3669
Bank of Marin
California
– -$541K -1,069 Closed
GA
3670
Guerra Advisors
Florida
– -$537K -1,062 Closed
AFW
3671
Avantra Family Wealth
Pennsylvania
– -$535K -1,058 Closed
AIM
3672
Avity Investment Management
Connecticut
– -$530K -1,048 Closed
EFP
3673
Elser Financial Planning
Indiana
– -$524K -1,035 Closed
AIA
3674
Angeles Investment Advisors
California
– -$515K -1,019 Closed
SPA
3675
Sherbrooke Park Advisers
New York
– -$515K -1,019 Closed
145 146
147
148 149