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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 %
RBCM
701
Raub Brock Capital Management
California
$16.5M -$543K -1,037 -3%
MPWT
702
MassMutual Private Wealth & Trust
Connecticut
$16.5M -$9.96M -19,015 -38%
PIA
703
Petredis Investment Advisors
Pennsylvania
$16.4M +$325K +621 +2%
PA
704
Parallel Advisors
California
$16.4M -$1.69M -3,233 -9%
CIA
705
CCM Investment Advisers
South Carolina
$16.4M -$563K -1,075 -3%
SWM
706
Spire Wealth Management
Virginia
$16.3M -$62.3K -119 -0.4%
CWM
707
Congress Wealth Management
Massachusetts
$16.3M +$5M +9,564 +44%
GH
708
GAM Holding
Switzerland
$16.3M -$7.45M -14,215 -31%
ATPW
709
Ashton Thomas Private Wealth
Arizona
$16.2M -$1.5M -2,869 -8%
WTB
710
Washington Trust Bank
Washington
$16.2M +$52.4K +100 +0.3%
BFA
711
Bragg Financial Advisors
North Carolina
$16.2M -$68.1K -130 -0.4%
ACI
712
Alpha Cubed Investments
California
$16M -$1.27M -2,430 -7%
MYAM
713
Meiji Yasuda Asset Management
Japan
$16M -$2.89M -5,517 -15%
LOAME
714
Lombard Odier Asset Management (Europe)
United Kingdom
$16M -$8.25M -15,743 -34%
AWM
715
Axxcess Wealth Management
California
$15.9M -$231K -442 -1%
QI
716
QV Investors
Alberta, Canada
$15.9M -$1.5M -2,860 -9%
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$15.8M -$1.88M -3,594 -11%
MCM
718
McRae Capital Management
New Jersey
$15.8M +$1.25M +2,395 +9%
KWMG
719
King Wealth Management Group
Florida
$15.7M -$25.7K -49 -0.2%
BRCM
720
Bright Rock Capital Management
Massachusetts
$15.7M
SCM
721
Suvretta Capital Management
New York
$15.7M -$23.7M -45,298 -60%
OCAM
722
Onex Canada Asset Management
Ontario, Canada
$15.6M +$815K +1,556 +5%
YIA
723
YHB Investment Advisors
Connecticut
$15.6M -$682K -1,303 -4%
MWM
724
Meridian Wealth Management
Kentucky
$15.5M -$65.5K -125 -0.4%
LCI
725
L1 Capital International
Australia
$15.5M +$387K +738 +3%