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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 %
LAM
1101
Lynch Asset Management
Pennsylvania
$6M
JAM
1102
JCIC Asset Management
Ontario, Canada
$5.99M -$114K -218 -2%
SEEDPG
1103
S.E.E.D. Planning Group
New York
$5.99M +$392K +748 +7%
CAL
1104
Capital Analysts LLC
Pennsylvania
$5.99M +$200K +381 +3%
ACM
1105
Ayrshire Capital Management
Connecticut
$5.98M +$101K +192 +2%
SAW
1106
Signal Advisors Wealth
Michigan
$5.97M +$1.2M +2,293 +25%
LA
1107
Legacy Advisors
Pennsylvania
$5.97M -$542K -1,034 -8%
AF
1108
Advisornet Financial
Minnesota
$5.94M +$2.05M +3,917 +53%
ALAM
1109
Asahi Life Asset Management
Japan
$5.93M +$470K +897 +9%
FIB
1110
First Interstate Bank
Montana
$5.93M -$348K -664 -6%
PA
1111
PFG Advisors
Arizona
$5.93M +$983K +1,876 +20%
BSC
1112
Brown Shipley & Co
United Kingdom
$5.92M -$416K -794 -7%
AIM
1113
Acropolis Investment Management
Missouri
$5.92M +$198K +378 +3%
RWM
1114
Rench Wealth Management
Texas
$5.91M +$164K +314 +3%
LFG
1115
Larson Financial Group
Missouri
$5.88M -$938K -1,791 -14%
MCP
1116
Mirador Capital Partners
California
$5.85M +$95.8K +183 +2%
CCG
1117
Chatham Capital Group
Georgia
$5.84M -$57.6K -110 -1%
VPI
1118
Value Partners Investments
Manitoba, Canada
$5.83M +$1.29M +2,453 +28%
IWM
1119
IHT Wealth Management
Illinois
$5.82M -$352K -675 -6%
GIM
1120
Generate Investment Management
New Zealand
$5.77M -$29.7M -56,615 -84%
MSE
1121
MUFG Securities EMEA
United Kingdom
$5.76M -$5.27M -10,054 -48%
SCP
1122
Sandhill Capital Partners
New York
$5.74M -$1.57K -3 -0%
SPG
1123
Strategic Planning Group
Utah
$5.72M +$368K +703 +7%
CRI
1124
Commonwealth Retirement Investments
Virginia
$5.69M +$206K +394 +4%
FMB
1125
Field & Main Bank
Kentucky
$5.68M -$603K -1,152 -10%