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
48.29%
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 %
MIFH
2351
Migdal Insurance & Financial Holdings
Israel
$731K +$422K +805 +136%
FSC
2352
Full Sail Capital
Oklahoma
$727K -$117K -224 -14%
FCM
2353
Fourpath Capital Management
Oklahoma
$722K -$87.5K -167 -11%
PFU
2354
Parus Finance (UK)
United Kingdom
$721K +$355K +678 +97%
SOW
2355
State of Wyoming
Wyoming
$720K -$454K -867 -39%
DWM
2356
Dogwood Wealth Management
Kansas
$720K +$83.3K +159 +13%
BLC
2357
Brown, Lisle/Cummings
Rhode Island
$719K +$10.5K +20 +1%
WWM
2358
Whalen Wealth Management
Nevada
$718K -$524 -1 -0.1%
MMCM
2359
Murphy & Mullick Capital Management
New York
$717K -$18.9K -36 -3%
LAM
2360
Lewis Asset Management
California
$717K +$26.2K +50 +4%
SC
2361
Steph & Co
Wisconsin
$716K -$47.7K -91 -6%
GTAM
2362
Global Trust Asset Management
Florida
$716K -$160K -306 -18%
MHR
2363
Matthew Hamilton Rosenberg
$716K +$24.1K +46 +3%
SMH
2364
Sanders Morris Harris
Texas
$715K
PP
2365
PrairieView Partners
Minnesota
$715K
CPC
2366
Consolidated Planning Corp
Georgia
$715K -$311K -594 -30%
HCP
2367
Holt Capital Partners
Texas
$715K -$78.6K -150 -10%
SFWC
2368
Strategic Family Wealth Counselors
New Jersey
$715K +$13.1K +25 +2%
CWM
2369
Cahaba Wealth Management
Georgia
$714K -$524 -1 -0.1%
CFG
2370
Copley Financial Group
California
$711K +$4.71K +9 +0.7%
WCM
2371
Washington Capital Management
Washington
$710K
BA
2372
Birinyi Associates
Connecticut
$707K
GIM
2373
Grassi Investment Management
California
$707K +$296K +565 +72%
JPWM
2374
Jamison Private Wealth Management
Georgia
$706K -$12.1K -23 -2%
KCPG
2375
Kavar Capital Partners Group
Kansas
$705K -$9.43K -18 -1%