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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 %
GWWM
926
Great Waters Wealth Management
Minnesota
$9.03M -$182K -347 -2%
CK
927
Cohen Klingenstein
New York
$9.01M
IA
928
IFP Advisors
Florida
$8.98M +$477K +911 +6%
TCBWMS
929
Texas Capital Bank Wealth Management Services
Texas
$8.96M +$377K +720 +4%
BBA
930
Baader Bank Aktiengesellschaft
Germany
$8.95M -$5.73M -10,982 -39%
MAM
931
Morse Asset Management
Connecticut
$8.91M -$501K -957 -5%
GAM
932
Griffin Asset Management
New York
$8.89M +$757K +1,445 +9%
ERWM
933
Elk River Wealth Management
Colorado
$8.88M -$89.6K -171 -1%
FFIC
934
First Fiduciary Investment Counsel
Ohio
$8.87M -$206K -393 -2%
DWM
935
Dakota Wealth Management
Florida
$8.84M -$5.78M -11,033 -40%
PA
936
Profund Advisors
Maryland
$8.82M -$237K -453 -3%
BEC
937
Blue Edge Capital
Virginia
$8.8M +$101K +192 +1%
FMTC
938
Farmers & Merchants Trust Company
California
$8.79M -$356K -679 -4%
RCP
939
Rothschild Capital Partners
New York
$8.78M -$262K -500 -3%
B
940
Bellecapital
Switzerland
$8.69M +$195K +372 +2%
CI
941
CX Institutional
Indiana
$8.68M +$2.99M +5,712 +53%
TIM
942
Thompson Investment Management
Wisconsin
$8.67M +$234K +446 +3%
DJSG
943
D.J. St. Germain
Massachusetts
$8.67M -$274K -524 -3%
WC
944
Winmill & Co
New York
$8.63M
EARNEST Partners
945
EARNEST Partners
Georgia
$8.61M -$52.9K -101 -0.6%
CT
946
Colonial Trust
South Carolina
$8.59M +$39.3K +75 +0.5%
MSA
947
MUFG Securities Americas
New York
$8.53M +$1.42M +2,705 +20%
TWM
948
Tradition Wealth Management
Minnesota
$8.5M +$12.6K +24 +0.1%
SWP
949
Sagespring Wealth Partners
Tennessee
$8.45M -$723K -1,381 -8%
SC
950
Stolper & Co
Oklahoma
$8.43M -$113K -215 -1%