UNH icon

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 %
GMA
1201
Glassy Mountain Advisors
Maryland
$4.82M +$466K +889 +11%
IB
1202
Intrust Bank
Kansas
$4.79M +$80.7K +154 +2%
NCM
1203
Nelson Capital Management
California
$4.78M -$58.1K -111 -1%
BAM
1204
Belpointe Asset Management
Nevada
$4.77M +$165K +315 +4%
SCM
1205
Sone Capital Management
New York
$4.77M -$2.01M -3,847 -30%
AI
1206
Accredited Investors
Minnesota
$4.75M +$801K +1,530 +20%
IAN
1207
Integrated Advisors Network
Texas
$4.74M -$304K -580 -6%
PDL
1208
Portfolio Design Labs
California
$4.72M +$47.1K +90 +1%
SC
1209
SouthState Corp
Florida
$4.72M +$151K +288 +3%
TP
1210
Tranquility Partners
Tennessee
$4.69M +$92.7K +177 +2%
CHAM
1211
Clear Harbor Asset Management
Connecticut
$4.69M +$44.5K +85 +1%
WP
1212
WealthShield Partners
North Carolina
$4.68M +$599K +1,144 +15%
FFA
1213
Fragasso Financial Advisors
Pennsylvania
$4.68M -$2.98M -5,688 -39%
CC
1214
Constitution Capital
Connecticut
$4.68M +$99.5K +190 +2%
MPPW
1215
Mitchell & Pahl Private Wealth
Oklahoma
$4.67M +$44.5K +85 +1%
AAS
1216
Ameritas Advisory Services
Nebraska
$4.66M -$33.2K -65 -0.7%
DC
1217
DeDora Capital
California
$4.65M -$63.4K -121 -1%
Massachusetts Financial Services
1218
Massachusetts Financial Services
Massachusetts
$4.63M -$2.67M -5,107 -37%
BWL
1219
Bogart Wealth LLC
Virginia
$4.61M -$1.5M -2,867 -25%
MOS
1220
MGO One Seven
Ohio
$4.6M +$15.7K +30 +0.3%
PWMAG
1221
Pinnacle Wealth Management Advisory Group
New Jersey
$4.58M +$195K +373 +4%
NFG
1222
Nations Financial Group
Iowa
$4.56M -$1.85M -3,533 -29%
HAS
1223
HBW Advisory Services
California
$4.56M +$78K +149 +2%
LAM
1224
Lountzis Asset Management
Pennsylvania
$4.56M -$76.4K -182 -2%
KWM
1225
Keebeck Wealth Management
Illinois
$4.55M -$182K -347 -4%