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 %
PI
1226
PFG Investments
New York
$4.54M -$958K -1,829 -17%
FFM
1227
Forum Financial Management
Illinois
$4.53M +$88K +168 +2%
ACM
1228
Alcosta Capital Management
California
$4.52M -$28.3K -54 -0.6%
QC
1229
Quadrature Capital
United Kingdom
$4.52M -$113M -216,586 -96%
CCG
1230
Cypress Capital Group
Florida
$4.5M -$605K -1,155 -12%
JHCP
1231
Jackson Hole Capital Partners
Oklahoma
$4.49M +$118K +226 +3%
WWM
1232
Western Wealth Management
Colorado
$4.48M +$57.1K +109 +1%
PH
1233
Pinnacle Holdings
Oklahoma
$4.46M -$227K -433 -5%
NIM
1234
Nicollet Investment Management
Minnesota
$4.46M +$116K +222 +3%
CAMG
1235
CWA Asset Management Group
Florida
$4.46M -$861K -1,644 -16%
FFS
1236
Fischer Financial Services
Pennsylvania
$4.45M -$159K -304 -3%
OL
1237
one8zero8 LLC
North Carolina
$4.44M +$2.62K +5 +0.1%
SAM
1238
Smartleaf Asset Management
Massachusetts
$4.43M +$479K +928 +12%
CWAG
1239
Compton Wealth Advisory Group
Virginia
$4.43M -$400K -763 -8%
IA
1240
IFC Advisors
California
$4.43M +$255K +486 +6%
LA
1241
Lindenwold Advisors
Pennsylvania
$4.43M +$389K +742 +10%
WIS
1242
Wright Investors Service
Connecticut
$4.43M +$654K +1,248 +17%
NED
1243
Nancy E. Dempze
$4.42M +$400K +763 +10%
LWMM
1244
Legacy Wealth Management (Mississippi)
Mississippi
$4.41M +$94.3K +180 +2%
AIM
1245
Aigen Investment Management
New York
$4.41M +$3.43M +6,550 +350%
OAM
1246
Occidental Asset Management
California
$4.38M +$412K +787 +10%
LM
1247
Lincluden Management
Ontario, Canada
$4.36M -$113K -215 -3%
IBOK
1248
Independence Bank of Kentucky
Kentucky
$4.35M -$1.24M -2,365 -22%
TI
1249
Trexquant Investment
Connecticut
$4.35M -$7.18M -13,714 -62%
CBB
1250
Citizens Business Bank
California
$4.34M +$785K +1,498 +22%