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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 %
AIM
1376
AMI Investment Management
Indiana
$3.4M +$348K +664 +11%
PPW
1377
PACK Private Wealth
Minnesota
$3.39M
AG
1378
Advocate Group
Minnesota
$3.39M -$828K -1,581 -20%
SGI
1379
Summit Global Investments
Utah
$3.39M +$1.31M +2,506 +63%
AIA
1380
AssuredPartners Investment Advisors
Florida
$3.39M -$380K -726 -10%
ACM
1381
Accent Capital Management
Ohio
$3.39M +$326K +622 +11%
SI
1382
Sava Infond
Slovenia
$3.38M
IRAG
1383
Investment Research & Advisory Group
Georgia
$3.37M +$66.5K +127 +2%
RCWM
1384
Royal Capital Wealth Management
Indiana
$3.37M +$6.29K +12 +0.2%
CWIG
1385
Chung Wu Investment Group
Texas
$3.36M -$26.2K -50 -0.8%
HCS
1386
Himension Capital (Singapore)
Singapore
$3.36M -$62.9K -120 -2%
BFW
1387
Brady Family Wealth
Missouri
$3.35M -$235K -449 -7%
SLC
1388
Second Line Capital
Louisiana
$3.35M +$290K +553 +9%
WCA
1389
Westover Capital Advisors
Delaware
$3.35M -$6.81K -13 -0.2%
DDC
1390
DF Dent & Co
Maryland
$3.35M +$19.9K +38 +0.6%
SQA
1391
Simon Quick Advisors
New Jersey
$3.34M +$670K +1,280 +25%
UB
1392
Umpqua Bank
Oregon
$3.34M +$248K +474 +8%
MMPW
1393
Mitchell McLeod Pugh & Williams
Alabama
$3.34M +$34.6K +66 +1%
JWM
1394
Jessup Wealth Management
Ohio
$3.33M +$2.71M +5,170 +438%
IWS
1395
Insight Wealth Strategies
California
$3.32M +$73.8K +141 +2%
SP
1396
Stonebrook Private
Michigan
$3.32M +$138K +263 +4%
SMA
1397
Sage Mountain Advisors
Georgia
$3.31M -$117K -223 -3%
MIC
1398
Means Investment Company
Maine
$3.31M +$762K +1,454 +30%
SI
1399
Symmetry Investments
Jersey
$3.31M -$1.2M -2,293 -27%
BRG
1400
Bay Rivers Group
Virginia
$3.29M -$168K -321 -5%