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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 %
SC
751
Savant Capital
Illinois
$14.1M +$2.67M +5,093 +23%
CCP
752
Clough Capital Partners
Massachusetts
$14.1M +$8.53M +16,279 +153%
HT
753
Heritage Trust
Oklahoma
$14.1M -$242K -462 -2%
AC
754
Addenda Capital
Quebec, Canada
$14M -$93.8K -179 -0.7%
KRSITF
755
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14M -$4.66M -8,898 -25%
AG
756
Ascent Group
Virginia
$13.9M +$2.48M +4,730 +22%
IWC
757
Integrated Wealth Concepts
Massachusetts
$13.8M -$190K -362 -1%
HR
758
Howe & Rusling
New York
$13.7M -$193K -369 -1%
AAP
759
Aristotle Atlantic Partners
Florida
$13.7M -$17M -32,512 -55%
PFS
760
Prospera Financial Services
Texas
$13.7M -$416K -794 -3%
IMCOOI
761
Investment Management Corp of Ontario (IMCO)
Canada
$13.6M -$10.2M -19,532 -43%
BAM
762
Bell Asset Management
Australia
$13.6M -$1.33M -2,544 -9%
HP
763
HealthInvest Partners
Sweden
$13.5M -$4.93M -9,420 -27%
CIA
764
Concurrent Investment Advisors
Florida
$13.5M +$2.29M +4,371 +20%
OMC
765
Overbrook Management Corp
New York
$13.5M -$1M -1,916 -7%
PS
766
Principal Securities
Iowa
$13.3M
GWM
767
GDS Wealth Management
Texas
$13.3M +$1.14M +2,181 +9%
LOPW
768
Live Oak Private Wealth
North Carolina
$13.3M +$270K +515 +2%
NSAM
769
North Star Asset Management
Wisconsin
$13.2M +$443K +845 +3%
GAB
770
German American Bancorp
Indiana
$13.2M -$1.37M -2,615 -9%
SF
771
Summit Financial
New Jersey
$13.2M +$272K +520 +2%
BWFA
772
Baltimore-Washington Financial Advisors
Maryland
$13.2M -$294K -561 -2%
FNFDCM
773
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$13.2M -$44.5K -85 -0.3%
MC
774
Muhlenkamp & Co
Pennsylvania
$13.1M -$115K -220 -0.9%
TAM
775
Trillium Asset Management
Massachusetts
$13.1M -$7.9M -15,085 -38%