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
48.28%
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 %
SFG
1426
SevenBridge Financial Group
Pennsylvania
$3.13M +$14K +37 +0.5%
SW
1427
SteelPeak Wealth
California
$3.13M +$1.64M +3,125 +110%
DA
1428
Dover Advisors
Virginia
$3.12M -$17.3K -33 -0.6%
GSB
1429
Greenfield Savings Bank
Massachusetts
$3.12M +$33.5K +64 +1%
NAS
1430
Nicolet Advisory Services
Wisconsin
$3.11M -$663K -1,116 -18%
HFM
1431
Hartford Funds Management
Pennsylvania
$3.11M +$378K +722 +14%
SA
1432
Strategic Advisors
New York
$3.11M -$190K -362 -6%
FFS
1433
Founders Financial Securities
Maryland
$3.1M +$173K +412 +6%
GFA
1434
Gifford Fong Associates
California
$3.1M
MWM
1435
Marion Wealth Management
Pennsylvania
$3.1M +$344K +656 +12%
IAS
1436
Insigneo Advisory Services
Florida
$3.1M -$264K -504 -8%
PMAM
1437
Picton Mahoney Asset Management
Ontario, Canada
$3.1M -$1.79M -3,410 -37%
TBC
1438
Ted Buchan & Co
California
$3.09M +$120K +229 +4%
EMB
1439
Elefante Mark B
$3.09M +$235K +448 +8%
NCM
1440
Northside Capital Management
Oregon
$3.09M +$17.8K +34 +0.6%
RIL
1441
Rothschild Investment LLC
Illinois
$3.08M -$272K -520 -8%
SIG
1442
Sargent Investment Group
Maryland
$3.07M -$341K -652 -10%
CGL
1443
Clarius Group LLC
Washington
$3.06M -$633K -1,208 -17%
AF
1444
Affiance Financial
Minnesota
$3.06M -$73.3K -140 -2%
PPC
1445
Park Place Capital
Alabama
$3.05M +$739K +1,411 +32%
RPC
1446
Rossmore Private Capital
Connecticut
$3.04M -$24.6K -47 -0.8%
SFP
1447
Shepherd Financial Partners
Massachusetts
$3.04M +$18.3K +35 +0.6%
BFO
1448
Boston Family Office
Massachusetts
$3.04M +$339K +647 +13%
CI
1449
Cherokee Insurance
Michigan
$3.04M
KF
1450
KKM Financial
Illinois
$3.03M +$184K +352 +6%