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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 %
GP
1076
Guardian Partners
Canada
$6.37M -$1.75M -4,088 -22%
VAS
1077
Vestmark Advisory Solutions
Massachusetts
$6.37M +$2.55M +4,877 +67%
HSA
1078
HBK Sorce Advisory
Pennsylvania
$6.36M -$143K -273 -2%
NF
1079
Nikulski Financial
Iowa
$6.36M +$166K +316 +3%
SCM
1080
Schnieders Capital Management
California
$6.34M -$708K -1,352 -10%
BG
1081
Bollard Group
Massachusetts
$6.32M +$13.1K +25 +0.2%
LC
1082
Lindbrook Capital
California
$6.28M -$452K -863 -7%
MS
1083
Marshall & Sullivan
Washington
$6.24M -$40.3K -77 -0.6%
SCP
1084
Stamos Capital Partners
California
$6.22M +$1.01M +1,922 +19%
PCG
1085
Prosperity Consulting Group
Maryland
$6.19M -$372K -710 -6%
SDWIA
1086
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$6.18M -$297K -567 -5%
CANC
1087
Culbertson A N & Co
Virginia
$6.18M -$107K -205 -2%
PCTC
1088
Perkins Coie Trust Company
Washington
$6.15M -$15.2K -29 -0.2%
EFS
1089
Essex Financial Services
Connecticut
$6.14M -$439K -839 -7%
WBC
1090
West Branch Capital
Massachusetts
$6.12M +$272K +519 +5%
DWA
1091
Douglass Winthrop Advisors
New York
$6.12M -$43.9M -83,739 -88%
AT
1092
American Trust
Kentucky
$6.11M -$857K -1,637 -12%
CT
1093
Clearstead Trust
Maine
$6.06M -$29.3K -56 -0.5%
LDB
1094
Lee, Danner & Bass
Tennessee
$6.05M -$91.7K -175 -1%
WAM
1095
Weatherly Asset Management
California
$6.03M -$104K -198 -2%
BOC
1096
Barbara Oil Co
Illinois
$6.02M
ITC
1097
Inspire Trust Company
Nevada
$6.02M +$157K +300 +3%
SFS
1098
Sowell Financial Services
Arkansas
$6.01M +$234K +447 +4%
BIM
1099
Brentview Investment Management
Illinois
$6.01M +$352K +672 +6%
HI
1100
Horizon Investments
North Carolina
$6M +$476K +908 +9%