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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 %
SIM
2551
Sims Investment Management
Ohio
$548K +$7.33K +14 +1%
SRC
2552
Sage Rhino Capital
California
$546K -$15.2K -29 -3%
PWP
2553
Private Wealth Partners
California
$544K -$300K -572 -36%
AIM
2554
Alhambra Investment Management
Florida
$543K -$4.19K -8 -0.8%
AGP
2555
Aspire Growth Partners
Florida
$542K +$133K +341 +33%
DCM
2556
Davis Capital Management
Florida
$542K -$30.9K -59 -5%
MBI
2557
May Barnhard Investments
Maryland
$542K +$86.5K +165 +19%
TWA
2558
Tandem Wealth Advisors
Arizona
$542K +$80.7K +154 +18%
MSCM
2559
McElhenny Sheffield Capital Management
Texas
$541K
RG
2560
Renaissance Group
Kentucky
$540K -$172K -328 -24%
THL
2561
Tillman Hartley LLC
Colorado
$539K -$46.6K -89 -8%
CM
2562
Capula Management
Cayman Islands
$539K +$115K +220 +27%
CC
2563
Chicago Capital
Illinois
$538K +$17.8K +34 +3%
PCM
2564
Perritt Capital Management
Illinois
$538K -$10.5K -20 -2%
SF
2565
SWP Financial
California
$537K
WRPWM
2566
Werba Rubin Papier Wealth Management
California
$535K -$5.76K -11 -1%
KDA
2567
Kraft Davis & Associates
Missouri
$535K -$8.94K -21 -2%
JWM
2568
JGP Wealth Management
Oregon
$534K +$57.1K +109 +12%
BFWA
2569
Benchmark Financial Wealth Advisors
Florida
$533K -$60.3K -115 -10%
FCM
2570
Fogel Capital Management
Florida
$533K +$4.19K +8 +0.8%
PEA
2571
Park Edge Advisors
Ohio
$532K +$95.3K +182 +22%
JWM
2572
Jeppson Wealth Management
California
$531K -$268K -512 -34%
WFL
2573
Wealth Forward LLC
North Dakota
$530K
BSHC
2574
Breed's Hill Capital
Massachusetts
$529K +$16.2K +31 +3%
WA
2575
Waddell & Associates
Tennessee
$528K -$524 -1 -0.1%