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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 %
M
876
MOTCO
Texas
$10.1M +$393K +751 +4%
MC
877
Mirabaud & Cie
Switzerland
$10.1M +$189K +361 +2%
UAM
878
Unison Asset Management
Florida
$10.1M +$139K +256 +1%
AG
879
AIA Group
Hong Kong
$10.1M -$2.48M -4,730 -20%
BPC
880
Bearing Point Capital
Minnesota
$10.1M +$840K +1,603 +9%
BIA
881
Biondo Investment Advisors
Pennsylvania
$10.1M +$451K +861 +5%
MCM
882
Mattern Capital Management
Colorado
$10M +$247K +471 +3%
MGWM
883
Marks Group Wealth Management
Minnesota
$10M -$6.33M -12,090 -39%
JMFC
884
J.M. Forbes & Co
Massachusetts
$10M +$263K +502 +3%
AAMU
885
APG Asset Management US
New York
$9.98M
CAC
886
Core Alternative Capital
Georgia
$9.94M -$1.59M -3,038 -14%
BONST
887
Bank of Nova Scotia Trust
Ontario, Canada
$9.91M +$290K +553 +3%
PFMOSF
888
Philadelphia Financial Management of San Francisco
California
$9.9M +$9.9M +18,910 New
KFP
889
KMG Fiduciary Partners
Ohio
$9.89M +$2.61M +4,992 +36%
MWM
890
Marietta Wealth Management
Georgia
$9.89M +$784K +1,496 +9%
ECP
891
Elwood Capital Partners
New York
$9.85M +$7.32M +13,972 +289%
VCA
892
Verdence Capital Advisors
Maryland
$9.83M +$907K +1,732 +10%
USCWA
893
U.S. Capital Wealth Advisors
Texas
$9.82M +$3.81M +7,279 +63%
JFGIW
894
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9.81M +$19.4K +37 +0.2%
PNAA
895
Pictet North America Advisors
Switzerland
$9.78M -$438K -837 -4%
GI
896
GLOBALT Investments
Georgia
$9.77M -$71.2K -136 -0.7%
WIC
897
Woodmont Investment Counsel
Tennessee
$9.75M +$266K +507 +3%
PWM
898
Perigon Wealth Management
California
$9.74M +$520K +992 +6%
BWS
899
Buck Wealth Strategies
Colorado
$9.73M +$1.49M +2,837 +18%
TAMH
900
Taikang Asset Management (HK)
Hong Kong
$9.69M +$277K +529 +3%