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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 %
PCA
801
Pallas Capital Advisors
Massachusetts
$12.3M +$1.78M +3,402 +17%
CIA
802
Capital Investment Advisors
Georgia
$12.2M -$1.09M -2,077 -8%
BFIM
803
Beese Fulmer Investment Management
Ohio
$12.1M -$42.4K -81 -0.3%
GC
804
Grimes & Company
Massachusetts
$12M +$95.3K +182 +0.8%
AF
805
Ally Financial
Michigan
$12M +$3.67M +7,000 +44%
RS
806
Robeco Schweiz
Switzerland
$12M
APF
807
Alaska Permanent Fund
Alaska
$12M
MC
808
Miramar Capital
Illinois
$12M -$267K -510 -2%
AMBIA
809
Allen Mooney & Barnes Investment Advisors
Georgia
$12M +$757K +1,445 +7%
LBC
810
Lowe Brockenbrough & Co
Virginia
$12M -$185K -354 -2%
BFG
811
Bleakley Financial Group
New Jersey
$12M -$662K -1,264 -5%
PR
812
Payden & Rygel
California
$11.9M -$2.93M -5,600 -20%
BCB
813
Brian C. Broderick
$11.9M -$7.33K -14 -0.1%
GT
814
Greenleaf Trust
Michigan
$11.8M -$358K -684 -3%
CG
815
Caprock Group
Idaho
$11.8M +$158K +301 +1%
SW
816
SVB Wealth
Massachusetts
$11.8M -$658K -1,257 -5%
IB
817
Iyo Bank
Japan
$11.7M
CGH
818
Crossmark Global Holdings
Texas
$11.7M +$80.7K +154 +0.7%
GWM
819
Geneos Wealth Management
Colorado
$11.6M +$1.4M +1,877 +14%
ERP
820
Eldred Rock Partners
Texas
$11.6M +$1.09M +2,100 +10%
CFO
821
Callan Family Office
Pennsylvania
$11.6M -$4.82M -9,212 -29%
BCM
822
Bourgeon Capital Management
Connecticut
$11.6M -$134K -255 -1%
SAM
823
Smithbridge Asset Management
Pennsylvania
$11.6M +$11.6M +22,068 New
MYIA
824
Mount Yale Investment Advisors
Colorado
$11.4M +$510K +973 +5%
CM
825
Churchill Management
California
$11.4M -$124K -237 -1%