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 %
PWM
2401
Penobscot Wealth Management
Maine
$671K +$6.29K +12 +0.9%
WG
2402
Wealth Group
North Carolina
$671K -$2.09K -4 -0.3%
CC
2403
Copperleaf Capital
North Carolina
$671K -$436K -833 -39%
BDF
2404
Black Diamond Financial
Maryland
$670K +$4.19K +8 +0.6%
AFG
2405
Altiora Financial Group
Ohio
$669K -$5.24K -10 -0.8%
BTWM
2406
Baker Tilly Wealth Management
Wisconsin
$668K +$34K +65 +5%
BFC
2407
Bedel Financial Consulting
Indiana
$667K +$247K +626 +59%
GC
2408
Grange Capital
Oregon
$667K -$68.1K -130 -9%
TA
2409
TFB Advisors
Kansas
$666K +$17.3K +33 +3%
GCM
2410
Gables Capital Management
Florida
$666K +$73.3K +140 +12%
OP
2411
ORG Partners
Indiana
$665K -$551K -969 -45%
DI
2412
DDFG Inc
California
$664K
PC
2413
Prairiewood Capital
North Dakota
$663K
DI
2414
Disciplined Investors
Texas
$663K +$1.05K +2 +0.2%
WFA
2415
Wellspring Financial Advisors
Ohio
$661K -$16.2K -31 -2%
BFAG
2416
Blackston Financial Advisory Group
Florida
$661K +$92.2K +176 +16%
VIP
2417
Vista Investment Partners
Oklahoma
$661K +$234K +446 +55%
EAM
2418
Empirical Asset Management
Massachusetts
$660K -$10.8M -20,596 -94%
GKWIM
2419
Gerber Kawasaki Wealth & Investment Management
California
$659K +$43K +82 +7%
SWA
2420
SOA Wealth Advisors
New York
$659K -$5.76K -11 -0.9%
WT
2421
Washington Trust
Rhode Island
$658K -$3.14K -6 -0.5%
KFA
2422
Kelleher Financial Advisors
New York
$657K -$1.08M -2,061 -62%
HBS
2423
Howard Bailey Securities
Indiana
$656K -$67K -128 -9%
GWP
2424
Gateway Wealth Partners
Wisconsin
$656K +$49.7K +95 +8%
LA
2425
Latitude Advisors
Florida
$655K -$149K -285 -19%