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 %
RWM
1676
RBA Wealth Management
California
$2.08M -$127K -242 -6%
AAP
1677
Arax Advisory Partners
Colorado
$2.08M -$82.7K -158 -4%
CCB
1678
Cutter & Co Brokerage
Missouri
$2.08M +$2.08M +3,963 New
PPA
1679
Pacific Point Advisors
California
$2.07M +$46.6K +89 +2%
PBT
1680
Pictet Bank & Trust
Bahamas
$2.07M +$343K +655 +20%
TFP
1681
Tilia Fiduciary Partners
North Carolina
$2.07M +$87.5K +167 +4%
GJWM
1682
Gilliland Jeter Wealth Management
Arkansas
$2.07M -$196K -375 -9%
OQS
1683
Occudo Quantitative Strategies
Florida
$2.06M +$2.06M +4,000 New
SB
1684
Strategic Blueprint
Georgia
$2.06M +$45K +86 +2%
USWG
1685
U.S. Wealth Group
New York
$2.06M -$86.4K -165 -4%
SWMG
1686
Signature Wealth Management Group
Georgia
$2.06M +$105K +200 +5%
CASB
1687
Cape Ann Savings Bank
Massachusetts
$2.05M -$57.6K -110 -3%
LBWM
1688
Left Brain Wealth Management
Illinois
$2.05M -$85.4K -163 -4%
VCM
1689
Virtue Capital Management
Tennessee
$2.05M +$1.31M +2,497 +178%
CNFG
1690
Creegan & Nassoura Financial Group
New Hampshire
$2.05M
MIS
1691
Morningstar Investment Services
Illinois
$2.05M -$3.11M -5,945 -60%
CB
1692
CNB Bank
Pennsylvania
$2.04M -$511K -975 -20%
KFI
1693
Key Financial Inc
Pennsylvania
$2.04M
EWA
1694
EverSource Wealth Advisors
Alabama
$2.04M +$148K +283 +8%
NFG
1695
Northeast Financial Group
Pennsylvania
$2.03M +$142K +271 +8%
VF
1696
Vista Finance
Missouri
$2.03M -$27.8K -53 -1%
FDS
1697
Freedom Day Solutions
Texas
$2.03M -$146K -278 -7%
TCA
1698
Transcend Capital Advisors
New Jersey
$2.02M -$1.04M -1,991 -34%
SP
1699
SWS Partners
Ohio
$2.02M -$3.14K -6 -0.2%
CAS
1700
Coppell Advisory Solutions
Texas
$2.02M +$1.26M +3,081 +166%