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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 %
AAB
1126
ABN AMRO Bank
Netherlands
$5.67M +$276K +529 +5%
NP
1127
NorthRock Partners
Minnesota
$5.67M -$1.6M -3,051 -22%
KA
1128
Kovack Advisors
Florida
$5.67M +$284K +542 +5%
BHWM
1129
Bar Harbor Wealth Management
New Hampshire
$5.64M -$520K -992 -8%
ADL
1130
Asset Dedication LLC
California
$5.63M -$246K -469 -4%
CWM
1131
Cordatus Wealth Management
Pennsylvania
$5.61M +$247K +471 +5%
JWCA
1132
J.W. Coons Advisors
Ohio
$5.61M -$11.5K -22 -0.2%
DWM
1133
Dynasty Wealth Management
Florida
$5.59M +$41.5K +80 +0.7%
BHPW
1134
Beverly Hills Private Wealth
California
$5.58M +$287K +547 +5%
CT
1135
Chicago Trust
Illinois
$5.57M -$244K -465 -4%
TAM
1136
Trust Asset Management
Texas
$5.55M +$28.8K +55 +0.5%
CIG
1137
Cullen Investment Group
Louisiana
$5.54M +$2.44M +4,663 +79%
CCM
1138
Cinctive Capital Management
New York
$5.51M +$832K +1,589 +18%
PCM
1139
Prana Capital Management
Connecticut
$5.5M +$5.5M +10,501 New
MIA
1140
MainStreet Investment Advisors
Illinois
$5.5M -$83.3K -159 -1%
HCMT
1141
Highland Capital Management (Tennessee)
Tennessee
$5.47M +$353K +674 +7%
MFS
1142
Mattson Financial Services
Michigan
$5.45M +$718K +1,371 +15%
BA
1143
Bristlecone Advisors
Washington
$5.44M -$162K -310 -3%
SIG
1144
Stonegate Investment Group
Alabama
$5.44M -$3.8M -7,261 -41%
CCM
1145
Carderock Capital Management
Maryland
$5.43M -$355K -677 -6%
GI
1146
GS Investments
Minnesota
$5.42M -$52.9K -101 -1%
PWS
1147
Peloton Wealth Strategists
Indiana
$5.41M +$77K +147 +1%
ISL
1148
Ingalls & Snyder LLC
New York
$5.39M +$852K +1,626 +19%
WBWA
1149
William B. Walkup & Associates
South Carolina
$5.37M +$524 +1 +0%
MA
1150
Montag & Associates
Georgia
$5.36M -$611K -1,166 -10%