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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
48.28%
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 %
RAM
1751
Ramirez Asset Management
New York
$1.86M
TCM
1752
Tang Capital Management
California
$1.85M +$646K +1,233 +53%
BCA
1753
Bay Colony Advisors
Massachusetts
$1.85M -$825K -1,599 -31%
SWM
1754
Sendero Wealth Management
Texas
$1.85M +$347K +663 +23%
UAML
1755
US Asset Management LLC
Pennsylvania
$1.85M -$6.28K -12 -0.3%
LSV Asset Management
1756
LSV Asset Management
Illinois
$1.85M +$7.33K +14 +0.4%
BWP
1757
BlueStem Wealth Partners
Minnesota
$1.85M -$18.3K -35 -1%
GDP
1758
Great Diamond Partners
Maine
$1.84M -$669K -1,277 -27%
HCCM
1759
Hudson Canyon Capital Management
New York
$1.84M
HIS
1760
Horizon Investment Services
Indiana
$1.84M -$150K -287 -8%
EFA
1761
Evernest Financial Advisors
Indiana
$1.84M -$28.3K -54 -2%
FWA
1762
FSM Wealth Advisors
Ohio
$1.84M -$29.9K -57 -2%
PA
1763
Prossimo Advisors
California
$1.82M -$18.9K -36 -1%
ILI
1764
Invesco LLC (Illinois)
Illinois
$1.82M +$773K +1,475 +74%
SVCP
1765
Silicon Valley Capital Partners
California
$1.82M -$5.69M -11,026 -76%
SIC
1766
Sterling Investment Counsel
New York
$1.82M +$896K +1,710 +97%
FAN
1767
Financial Advisors Network
California
$1.81M +$5.76K +11 +0.3%
PCM
1768
Prelude Capital Management
New York
$1.81M +$1.81M +3,457 New
CC
1769
Commons Capital
Massachusetts
$1.81M +$1.57K +3 +0.1%
TIA
1770
Trust Investment Advisors
Indiana
$1.8M +$130K +249 +8%
EB
1771
Emprise Bank
Kansas
$1.8M -$59.7K -114 -3%
WIM
1772
Westside Investment Management
California
$1.79M +$114K +217 +7%
GEA
1773
Glen Eagle Advisors
New Jersey
$1.79M -$1.16M -2,220 -39%
CAU
1774
Caxton Associates (UK)
$1.79M +$1.79M +3,422 New
JJBC
1775
James J. Burns & Company
New York
$1.79M +$5.24K +10 +0.3%