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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 %
WA
1451
Wealth Architects
California
$3.03M +$90.6K +173 +3%
TCOT
1452
Trust Company of Toledo
Ohio
$3.03M -$25.1K -48 -0.8%
LHC
1453
Little House Capital
Massachusetts
$3.02M -$3.59M -6,856 -54%
TFIPS
1454
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.02M -$26.2K -50 -0.9%
VHAM
1455
Van Hulzen Asset Management
California
$3.01M -$8.66M -16,531 -74%
IC
1456
Inscription Capital
Texas
$3.01M +$3.01M +6,087 New
LCM
1457
LRT Capital Management
Texas
$3.01M +$1.22M +2,321 +68%
CCP
1458
Cunning Capital Partners
North Carolina
$3.01M -$17.3K -33 -0.6%
RCAG
1459
Rehmann Capital Advisory Group
Michigan
$3.01M -$5.76K -11 -0.2%
KTM
1460
Keeler Thomas Management
Utah
$3M -$2.83M -5,395 -48%
O
1461
Ossiam
France
$2.99M -$8.07M -15,412 -73%
BFA
1462
Brown Financial Advisors
Ohio
$2.99M +$530K +1,012 +22%
ST
1463
Sentinel Trust
Texas
$2.98M -$132K -253 -4%
SC
1464
Sepio Capital
Utah
$2.98M -$95.8K -183 -3%
PSB
1465
Piscataqua Savings Bank
New Hampshire
$2.97M -$553K -1,056 -16%
LFA
1466
Legacy Financial Advisors
Kentucky
$2.97M +$41.4K +79 +1%
MCM
1467
Manchester Capital Management
Vermont
$2.97M +$185K +353 +7%
CV
1468
Counterweight Ventures
North Carolina
$2.97M +$97.9K +187 +3%
BCM
1469
Berbice Capital Management
New York
$2.95M -$718K -1,371 -20%
PG
1470
Patten Group
Tennessee
$2.95M -$174K -333 -6%
BWG
1471
Berry Wealth Group
Texas
$2.95M -$40.3K -77 -1%
RB
1472
Renasant Bank
Mississippi
$2.94M +$33K +63 +1%
DWP
1473
Daymark Wealth Partners
Ohio
$2.93M -$58M -110,652 -95%
PCH
1474
PGIM Custom Harvest
New Jersey
$2.93M +$949K +1,812 +48%
AIA
1475
AIMZ Investment Advisors
California
$2.92M +$24.6K +47 +0.8%