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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 %
VST
2626
Van Strum & Towne
California
$495K
TWA
2627
TCI Wealth Advisors
Arizona
$494K -$301K -574 -38%
KFC
2628
Klingenstein Fields & Co
New York
$493K +$6.81K +13 +1%
BHIA
2629
Birch Hill Investment Advisors
Massachusetts
$492K -$116K -221 -19%
EBSAM
2630
Eubel Brady & Suttman Asset Management
Ohio
$491K +$6.81K +13 +1%
SAM
2631
Seelaus Asset Management
New Jersey
$491K
FCM
2632
Fortis Capital Management
Washington
$491K -$4.47M -8,543 -90%
SCA
2633
Sandy Cove Advisors
Massachusetts
$489K -$61.8K -118 -11%
LCM
2634
Lazari Capital Management
California
$488K +$488K +932 New
MWS
2635
MFA Wealth Services
California
$488K -$41.9K -80 -8%
SFB
2636
STAR Financial Bank
Indiana
$488K -$66K -126 -12%
SFC
2637
Swisher Financial Concepts
Ohio
$488K +$85.4K +163 +21%
OAS
2638
Optivise Advisory Services
Tennessee
$487K +$36.2K +69 +8%
WIM
2639
WealthPlan Investment Management
Nebraska
$487K -$168K -320 -26%
SW
2640
StrongBox Wealth
Missouri
$487K -$19.4K -37 -4%
RWI
2641
Red Wave Investments
Pennsylvania
$487K
HWM
2642
Horizon Wealth Management
Illinois
$486K +$36.7K +70 +8%
DWM
2643
Darwin Wealth Management
Florida
$485K
WPC
2644
White Pine Capital
Minnesota
$485K +$52.9K +101 +12%
MCA
2645
MSH Capital Advisors
Arizona
$484K -$8.9K -17 -2%
FVWA
2646
Foster Victor Wealth Advisors
South Carolina
$484K -$31.2K -52 -6%
CF
2647
Clarity Financial
Texas
$484K -$317K -606 -40%
TAM
2648
Townsend Asset Management
North Carolina
$484K -$228K -435 -32%
KA
2649
Kerrisdale Advisers
Florida
$483K -$487K -930 -50%
NECFA
2650
New England Capital Financial Advisors
Connecticut
$482K +$524 +1 +0.1%