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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 %
TCM
901
Twin Capital Management
Pennsylvania
$9.69M -$245K -467 -2%
RWM
902
Ritholtz Wealth Management
New York
$9.64M +$928K +1,772 +11%
WS
903
Wedbush Securities
California
$9.58M -$3.71M -7,078 -28%
FFP
904
FourThought Financial Partners
Florida
$9.53M +$122K +233 +1%
EW
905
Evoke Wealth
California
$9.51M -$767K -1,464 -7%
JIR
906
James Investment Research
Ohio
$9.51M -$131K -251 -1%
RCM
907
RNC Capital Management
California
$9.44M +$885K +1,689 +10%
CNBTD
908
Citizens National Bank Trust Department
Mississippi
$9.37M +$89K +170 +1%
ECM
909
Evergreen Capital Management
Washington
$9.36M +$116K +222 +1%
ACM
910
Aljian Capital Management
Nevada
$9.35M -$148K -282 -2%
LNB
911
Ledyard National Bank
$9.35M +$159K +304 +2%
CCA
912
Checchi Capital Advisers
California
$9.27M +$141K +270 +2%
SB
913
SIG Brokerage
New York
$9.24M +$6.75M +12,886 +271%
EPIMS
914
Evelyn Partners Investment Management Services
$9.2M +$9.2M +32,719 New
BP
915
Ballentine Partners
Massachusetts
$9.19M +$235K +448 +3%
GFG
916
Greystone Financial Group
Michigan
$9.15M +$9.15M +17,462 New
CWM
917
Chronos Wealth Management
Florida
$9.14M -$47.1K -90 -0.5%
MAA
918
Matrix Asset Advisors
New York
$9.1M -$14.1K -27 -0.2%
GIA
919
GHP Investment Advisors
Colorado
$9.1M -$27.2K -52 -0.3%
NB
920
NBT Bank
New York
$9.06M -$1.19M -2,280 -12%
EAMA
921
EFG Asset Management (Americas)
Florida
$9.05M -$114K -217 -1%
SNB
922
Security National Bank
Nebraska
$9.05M +$64.9K +124 +0.7%
ACM
923
Aurdan Capital Management
Pennsylvania
$9.04M -$1.08M -2,063 -11%
AIP
924
Ameritas Investment Partners
Nebraska
$9.04M +$3.14K +6 +0%
MAS
925
Meeder Advisory Services
Ohio
$9.03M +$77.5K +148 +0.9%