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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
48.29%
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 %
HWM
2476
Hemington Wealth Management
Virginia
$604K +$14.7K +28 +2%
AA
2477
Aire Advisors
California
$604K -$283K -541 -32%
WFA
2478
WMG Financial Advisors
Tennessee
$603K -$2.1K -4 -0.3%
BWS
2479
Broadway Wealth Solutions
Texas
$603K +$12.6K +24 +2%
DA
2480
Dillon & Associates
Michigan
$603K -$8.91K -17 -1%
FG
2481
Foster Group
Iowa
$602K -$5.76K -11 -0.9%
TIP
2482
Tandem Investment Partners
New Jersey
$601K -$524 -1 -0.1%
BFG
2483
Bouchey Financial Group
New York
$599K -$104K -198 -15%
RIA
2484
Realta Investment Advisors
Delaware
$598K -$35.6K -68 -6%
GSWA
2485
Good Steward Wealth Advisors
Tennessee
$598K +$598K +1,141 New
CCC
2486
Compass Capital Corp
Massachusetts
$597K +$109K +235 +22%
QPWM
2487
Quadrant Private Wealth Management
Pennsylvania
$597K -$48.2K -92 -7%
RWM
2488
Revisor Wealth Management
Ohio
$595K +$595K +1,137 New
VWM
2489
Valley Wealth Managers
New Jersey
$595K -$4.71K -9 -0.8%
BA
2490
Ballast Advisors
Minnesota
$594K +$16.2K +31 +3%
BBNB
2491
Baker Boyer National Bank
Washington
$593K -$26.2K -50 -4%
PCI
2492
Planning Center Inc
Illinois
$592K
IHWM
2493
Iron Horse Wealth Management
Iowa
$592K -$3.14K -6 -0.5%
WPC
2494
Waters Parkerson & Co
Louisiana
$590K -$52.4K -100 -8%
FHC
2495
First Heartland Consultants
Missouri
$590K -$59.7K -114 -9%
OFW
2496
Omnia Family Wealth
Florida
$589K +$135K +258 +30%
CPA
2497
Capital Performance Advisors
California
$586K +$586K +1,119 New
PSIWM
2498
Paradigm Strategies in Wealth Management
Minnesota
$586K +$1.05K +2 +0.2%
JSAM
2499
J. Safra Asset Management
New York
$585K -$405K -773 -41%
AGC
2500
Aspen Grove Capital
Colorado
$582K -$57.6K -110 -9%