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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 %
IAA
676
Independent Advisor Alliance
North Carolina
$17.9M -$969K -1,851 -5%
BG
677
BDF Gestion
France
$17.8M +$2.05M +3,920 +13%
CTA
678
Chesley Taft & Associates
Illinois
$17.8M +$944K +1,802 +6%
WP
679
Waycross Partners
Kentucky
$17.7M +$3.14M +6,001 +22%
LFAS
680
Level Four Advisory Services
Texas
$17.6M -$57.1K -109 -0.3%
FAM
681
Fred Alger Management
New York
$17.6M -$876K -1,672 -5%
ASN
682
Advisory Services Network
Georgia
$17.5M +$1.37M +2,617 +8%
SCA
683
Stonebridge Capital Advisors
Minnesota
$17.5M +$428K +818 +3%
RIG
684
RiverFront Investment Group
Virginia
$17.4M +$1.88M +3,587 +12%
GBA
685
Garrison Bradford & Associates
New York
$17.4M -$275K -525 -2%
CIC
686
Chilton Investment Company
Connecticut
$17.3M -$11.4M -21,776 -40%
BP
687
BNP Paribas
France
$17.3M +$3.35M +6,401 +24%
UF
688
Univest Financial
Pennsylvania
$17.2M +$606K +1,157 +4%
PAS
689
Park Avenue Securities
New York
$17.2M +$434K +828 +3%
OIA
690
OneDigital Investment Advisors
Kansas
$17.2M -$231K -441 -1%
CWM
691
Calamos Wealth Management
Illinois
$17.1M -$3.9M -7,442 -19%
AWM
692
Apollon Wealth Management
South Carolina
$17M +$511K +975 +3%
HIA
693
Harbor Investment Advisory
Maryland
$17M -$1.11M -2,118 -6%
AWS
694
Atria Wealth Solutions
New York
$17M -$1.37M -2,616 -7%
KPWS
695
Kestra Private Wealth Services
Texas
$16.9M -$85.9K -164 -0.5%
EF
696
Empirical Finance
Pennsylvania
$16.9M +$186K +356 +1%
DIA
697
Davidson Investment Advisors
Montana
$16.8M +$6.91M +13,202 +70%
AC
698
Allstate Corporation
Illinois
$16.7M +$2.3M +4,392 +16%
SWM
699
Segment Wealth Management
Texas
$16.7M +$556K +1,062 +3%
SI
700
Stephens Inc
Arkansas
$16.6M -$1.11M -2,119 -6%