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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 %
AFG
2601
Allegheny Financial Group
Pennsylvania
$512K -$16.2K -31 -3%
AF
2602
Aldebaran Financial
$512K
ACM
2603
Ascent Capital Management
Oregon
$512K +$2.1K +4 +0.4%
GFPC
2604
Global Financial Private Client
Florida
$512K +$6.81K +13 +1%
SCA
2605
Stillwater Capital Advisors
Pennsylvania
$511K -$18M -34,292 -97%
IFPG
2606
Intrepid Financial Planning Group
Indiana
$510K -$9.95K -19 -2%
AI
2607
Atom Investors
Texas
$508K
SFPG
2608
Stonebridge Financial Planning Group
Florida
$508K -$116K -221 -19%
MWA
2609
Monograph Wealth Advisors
California
$507K -$110K -210 -18%
IA
2610
Insight Advisors
Pennsylvania
$506K -$96.9K -185 -16%
TWP
2611
Tower Wealth Partners
Pennsylvania
$506K -$69.7K -133 -12%
IP
2612
Ignite Planners
California
$505K -$32.9K -82 -6%
EL
2613
EWA LLC
Pennsylvania
$505K -$82.8K -158 -14%
WGC
2614
Watts Gwilliam & Co
Arizona
$505K +$38.2K +73 +8%
CA
2615
Cache Advisors
California
$504K
DI
2616
DAGCO Inc
Ohio
$503K +$5.76K +11 +1%
BGAI
2617
Bruce G. Allen Investments
Colorado
$501K -$19.9K -38 -4%
SPI
2618
Sutton Place Investors
New York
$501K +$8.9K +17 +2%
WCM
2619
Washburn Capital Management
Florida
$500K -$13.1K -25 -3%
AWCI
2620
Alpine Woods Capital Investors
New York
$500K +$136K +260 +37%
TCM
2621
Teza Capital Management
Illinois
$499K -$704K -1,344 -59%
AGWCA
2622
Annis Gardner Whiting Capital Advisors
Florida
$498K -$13.6K -26 -3%
SCG
2623
Sonata Capital Group
Washington
$496K -$288K -550 -37%
LFP
2624
Leeward Financial Partners
Washington
$496K -$628K -1,198 -56%
LF
2625
Lantz Financial
Illinois
$495K -$21K -40 -4%