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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 %
TIP
826
Torray Investment Partners
Maryland
$11.4M -$10.5K -20 -0.1%
PIM
827
Plato Investment Management
Australia
$11.4M -$669K -1,264 -6%
CA
828
Clearstead Advisors
Ohio
$11.3M -$12.4M -23,663 -52%
HH
829
Hilltop Holdings
Texas
$11.3M +$499K +952 +5%
MWM
830
Mission Wealth Management
California
$11.3M +$127K +243 +1%
NAM
831
NorthCrest Asset Manangement
Minnesota
$11.3M +$949K +1,811 +9%
PAMP
832
Polar Asset Management Partners
Ontario, Canada
$11.2M +$9.2M +17,572 +451%
AHC
833
Adell Harriman & Carpenter
Texas
$11.2M -$4.62M -8,815 -29%
DAS
834
Dynamic Advisor Solutions
Arizona
$11.2M +$11.2M +21,366 New
BIAS
835
Beacon Investment Advisory Services
New Jersey
$11.2M -$260K -496 -2%
STAS
836
Strong Tower Advisory Services
Minnesota
$11.1M +$1.11M +2,124 +11%
SAM
837
Sawgrass Asset Management
Florida
$11.1M -$576K -1,100 -5%
MCM
838
Moore Capital Management
New York
$11M -$4.68M -8,941 -30%
AR
839
Advisory Research
Illinois
$11M -$702K -1,341 -6%
SIA
840
Soltis Investment Advisors
Utah
$11M -$218K -416 -2%
AIM
841
Artemis Investment Management
United Kingdom
$11M -$236K -451 -2%
S
842
SignatureFD
Georgia
$11M +$282K +539 +3%
PA
843
Procyon Advisors
Connecticut
$11M -$1.45M -2,775 -12%
DCM
844
Dupont Capital Management
Delaware
$11M
JSSH
845
J. Safra Sarasin Holding
$10.9M +$1.28M +2,442 +13%
PMWMG
846
Parr McKnight Wealth Management Group
Minnesota
$10.9M -$1.41M -2,686 -11%
ZBNA
847
Zions Bancorporation, National Association
Utah
$10.9M +$10.9M +20,745 New
LF
848
Longbow Finance
Switzerland
$10.8M -$2.33M -4,446 -18%
QCG
849
Quadrant Capital Group
Ohio
$10.8M +$4.93M +9,410 +84%
MFG
850
Merit Financial Group
Georgia
$10.8M +$3.03M +5,784 +39%