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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 %
PAG
501
Private Advisor Group
New Jersey
$32.9M -$733K -1,400 -2%
KRS
502
Kentucky Retirement Systems
Kentucky
$32.9M -$336K -642 -1%
ICP
503
Ironvine Capital Partners
Nebraska
$32.8M -$859K -1,641 -3%
PP
504
Prudential plc
United Kingdom
$32.8M -$2.28M -4,353 -7%
KCM
505
Kennedy Capital Management
Missouri
$32.8M +$2.09M +3,997 +7%
AF
506
Allworth Financial
California
$32.7M +$1.7M +4,007 +5%
ST
507
Sabal Trust
Florida
$32.6M +$171K +326 +0.5%
EWA
508
Exencial Wealth Advisors
Oklahoma
$32.5M -$2.39M -4,563 -7%
WAS
509
Wesleyan Assurance Society
United Kingdom
$32.2M +$5.33M +10,180 +20%
SCM
510
Silvant Capital Management
Georgia
$32.2M +$93.8K +179 +0.3%
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$32.2M -$307K -587 -0.9%
BPA
512
Beacon Pointe Advisors
California
$31.8M +$807K +1,541 +3%
QIM
513
Quantitative Investment Management
Virginia
$31.7M +$31.7M +60,538 New
RWP
514
RWA Wealth Partners
Massachusetts
$31.5M +$47.7K +91 +0.2%
BF
515
BOK Financial
Oklahoma
$31.3M +$309K +590 +1%
AAS
516
Annex Advisory Services
Wisconsin
$31.2M +$2.63M +5,021 +9%
NB
517
Norinchukin Bank
Japan
$31.1M +$3.7M +7,069 +13%
CTI
518
Community Trust & Investment
Kentucky
$31M +$358K +684 +1%
RRAM
519
River Road Asset Management
Kentucky
$30.8M -$1.81M -3,454 -6%
MGP
520
Metis Global Partners
California
$30.8M +$2.9M +5,535 +10%
GGS
521
Galvin Gaustad & Stein
Arizona
$30.5M -$1.02M -1,942 -3%
IMRF
522
Illinois Municipal Retirement Fund
Illinois
$30.4M +$490K +936 +2%
A
523
Allianz
Germany
$30.4M +$3.78M +7,220 +14%
FBB
524
Fulton Breakefield Broenniman
Maryland
$30.2M -$954K -1,821 -3%
CSIC
525
Clifford Swan Investment Counsel
California
$30.1M +$3.93M +7,499 +15%