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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 %
UB
426
UMB Bank
Missouri
$45.6M -$1.68M -3,203 -4%
IC
427
IEQ Capital
California
$45.6M +$16.7M +31,914 +58%
Jones Financial Companies
428
Jones Financial Companies
Missouri
$45.6M +$10.6M +20,375 +30%
ASC
429
Atalanta Sosnoff Capital
New York
$45.4M -$1.92M -3,669 -4%
TP
430
Thunderbird Partners
United Kingdom
$45.2M +$9.56M +18,245 +27%
DLA
431
Douglas Lane & Associates
New York
$44.9M +$538K +1,027 +1%
OCM
432
Osterweis Capital Management
California
$44.8M +$9.11M +17,390 +26%
Rafferty Asset Management
433
Rafferty Asset Management
New York
$44.6M -$10M -19,162 -18%
Parallax Volatility Advisers
434
Parallax Volatility Advisers
California
$44.6M -$25.2M -48,176 -36%
ACA
435
Aptus Capital Advisors
Alabama
$44.1M +$3.54M +6,766 +9%
NOCM
436
Night Owl Capital Management
Connecticut
$44M +$12.4M +23,694 +39%
SBH
437
Segall Bryant & Hamill
Illinois
$43.8M -$2.94M -5,605 -6%
EWA
438
EP Wealth Advisors
California
$43.5M -$211K -403 -0.5%
RIM
439
Rakuten Investment Management
Japan
$43.4M +$43.4M +84,115 New
Wealthfront Advisers
440
Wealthfront Advisers
California
$42.7M +$2.22M +4,239 +5%
RT
441
Rockland Trust
Massachusetts
$42.2M +$623K +1,189 +1%
NP
442
NS Partners
United Kingdom
$41.9M -$465K -887 -1%
CI
443
Conning Inc
Connecticut
$41.5M +$5.99M +11,437 +17%
OPERF
444
Oregon Public Employees Retirement Fund
Oregon
$41.4M +$88K +168 +0.2%
RMDI
445
R.M. Davis Inc
Maine
$41.4M -$6.04M -11,527 -13%
TPSF
446
Texas Permanent School Fund
Texas
$41.1M +$41.1M +99,962 New
CRC
447
Curi RMB Capital
Illinois
$41M -$5.61M -10,719 -12%
AC
448
AltraVue Capital
Washington
$40.8M +$7.26M +13,860 +22%
WP
449
Woodline Partners
California
$40.7M +$13.1M +25,094 +48%
RPAM
450
Rhenman & Partners Asset Management
Sweden
$40.6M +$8.85M +16,900 +28%