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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 %
HIM
1926
Hillsdale Investment Management
Ontario, Canada
$1.41M +$1.02M +1,940 +261%
MSFS
1927
Main Street Financial Solutions
Pennsylvania
$1.4M +$538K +1,028 +62%
BWP
1928
BSW Wealth Partners
Colorado
$1.4M +$98K +187 +8%
BI
1929
Bradyco Inc
Massachusetts
$1.4M
BOS
1930
Bank of Stockton
California
$1.4M -$30.9K -59 -2%
KFGK
1931
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$52.4K +103 +4%
TIA
1932
Tiemann Investment Advisors
California
$1.4M -$99.5K -190 -7%
EHC
1933
Everett Harris & Co
California
$1.39M -$4.19K -8 -0.3%
CP
1934
Clarendon Private
Massachusetts
$1.39M +$34.6K +66 +3%
IIC
1935
Integrated Investment Consultants
Michigan
$1.38M +$544K +1,039 +65%
TF
1936
Trek Financial
Arizona
$1.38M +$956K +1,825 +223%
CIM
1937
Caldwell Investment Management
Ontario, Canada
$1.38M
EFL
1938
ERn Financial LLC
Wisconsin
$1.38M -$94.8K -181 -6%
GPA
1939
Garrison Point Advisors
California
$1.37M -$7.86K -15 -0.6%
CB
1940
Cadence Bank
Mississippi
$1.37M +$6.29K +12 +0.5%
ACA
1941
Atlas Capital Advisors
Wyoming
$1.37M
LL
1942
LPWM LLC
Minnesota
$1.37M +$912K +1,742 +201%
NONA
1943
Ninety One North America
New York
$1.36M -$218K -416 -14%
VCM
1944
Vivaldi Capital Management
Illinois
$1.36M +$62.9K +120 +5%
SJIM
1945
St. Johns Investment Management
Florida
$1.36M +$31.4K +60 +2%
ZIG
1946
Zuckerman Investment Group
Illinois
$1.36M -$3.14K -6 -0.2%
Verition Fund Management
1947
Verition Fund Management
Connecticut
$1.36M -$6.04M -11,528 -82%
FAM
1948
Fairtree Asset Management
South Africa
$1.36M -$22K -42 -2%
BFG
1949
Beacon Financial Group
Texas
$1.36M -$139K -265 -9%
BIM
1950
Baldwin Investment Management
Pennsylvania
$1.36M -$61.3K -117 -4%