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 %
RWA
2651
Rooted Wealth Advisors
Illinois
$482K +$28.4K +54 +6%
BC
2652
Barrett & Company
Rhode Island
$481K
WCF
2653
West Coast Financial
California
$481K -$336K -641 -41%
PPW
2654
Pasadena Private Wealth
California
$481K +$33K +63 +7%
KOMWMG
2655
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$480K -$20.9K -40 -4%
EA
2656
Emerald Advisors
Washington
$478K +$81.7K +156 +21%
WIA
2657
Wealthedge Investment Advisors
New York
$478K -$136K -260 -22%
MC
2658
Matisse Capital
Oregon
$477K -$9.95K -19 -2%
QFW
2659
QTR Family Wealth
Florida
$476K +$476K +909 New
PD
2660
Planning Directions
Pennsylvania
$476K +$476K +909 New
SWA
2661
Strata Wealth Advisors
Texas
$476K -$15.7K -30 -3%
CWA
2662
Centennial Wealth Advisory
Michigan
$475K +$41.9K +80 +10%
AC
2663
AXQ Capital
New Jersey
$475K +$475K +906 New
EA
2664
Everpar Advisors
Oklahoma
$472K +$49.2K +94 +12%
WDC
2665
Woodward Diversified Capital
California
$471K +$35.1K +67 +8%
AAMC
2666
Asset Allocation & Management Company
Illinois
$471K
SAM
2667
Satovsky Asset Management
New York
$469K +$1.57K +3 +0.3%
RA
2668
Ransom Advisory
Rhode Island
$469K +$469K +895 New
ADMI
2669
Albert D. Mason Inc
Massachusetts
$468K
ACM
2670
AlphaStar Capital Management
North Carolina
$468K +$12.6K +24 +3%
IWP
2671
Innova Wealth Partners
Pennsylvania
$467K -$4.19K -8 -0.9%
CFP
2672
Cascade Financial Partners
California
$467K -$29.3K -56 -6%
CTWM
2673
Cherry Tree Wealth Management
Minnesota
$467K +$11K +21 +2%
AIA
2674
Accelerate Investment Advisors
California
$467K +$43.4K +83 +10%
WCFA
2675
Walkner Condon Financial Advisors
Wisconsin
$466K +$18.9K +36 +4%