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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 %
NTIC
851
Napean Trading & Investment Company
Singapore
$10.7M -$10.3M -19,675 -49%
WCM
852
Wedge Capital Management
North Carolina
$10.7M +$1.05M +1,997 +11%
SCA
853
Stokes Capital Advisors
South Carolina
$10.7M +$604K +1,153 +6%
BCV
854
Banque Cantonale Vaudoise
Switzerland
$10.7M +$10.7M +20,450 New
WBC
855
Westpac Banking Corp
Australia
$10.6M -$683K -1,304 -6%
KCM
856
Kingdon Capital Management
New York
$10.6M +$10.6M +20,262 New
RBA
857
Richard Bernstein Advisors
New York
$10.6M -$465K -888 -4%
HFS
858
Haverford Financial Services
Pennsylvania
$10.6M -$59.2K -113 -0.6%
KNW
859
Kesler Norman & Wride
Utah
$10.6M +$498K +950 +5%
MGIA
860
Moneta Group Investment Advisors
Missouri
$10.5M -$1.22M -2,328 -10%
SIM
861
Stratos Investment Management
Ohio
$10.5M +$2.02M +3,861 +24%
JCM
862
Janney Capital Management
Pennsylvania
$10.5M -$2.62M -4,995 -20%
GWM
863
Greenwich Wealth Management
Connecticut
$10.5M -$120K -229 -1%
TH
864
TCTC Holdings
Texas
$10.5M -$16.8K -32 -0.2%
HAG
865
HighPoint Advisor Group
Illinois
$10.4M -$175K -427 -2%
EW
866
Evexia Wealth
Wisconsin
$10.4M +$31.2K +54 +0.3%
SC
867
Scholtz & Company
Connecticut
$10.4M -$369K -705 -3%
TFA
868
Toth Financial Advisory
Virginia
$10.4M -$214K -409 -2%
STA
869
Summit Trail Advisors
New York
$10.3M +$1.92M +3,659 +23%
MCWS
870
McKinley Carter Wealth Services
West Virginia
$10.3M +$259K +495 +3%
ALMGDA
871
AG2R La Mondiale Gestion d'Actifs
France
$10.2M +$10.2M +33,921 New
RDWM
872
Red Door Wealth Management
Tennessee
$10.2M +$784K +1,496 +8%
LCM
873
Logan Capital Management
Pennsylvania
$10.2M -$933K -1,781 -8%
GS
874
GWN Securities
Florida
$10.1M +$9.86M +22,044 +3,434%
RC
875
Roundview Capital
New Jersey
$10.1M -$2.15M -4,105 -18%