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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 %
VAF
2676
Values Added Financial
District of Columbia
$466K -$12.6K -24 -3%
BF
2677
Brucke Financial
Indiana
$465K +$92.2K +224 +25%
OBWG
2678
Onyx Bridge Wealth Group
New York
$465K -$215K -410 -32%
EBA
2679
Eagle Bay Advisors
New York
$465K -$27.8K -53 -6%
GIA
2680
Guyasuta Investment Advisors
Pennsylvania
$464K -$2.75M -5,255 -86%
BBP
2681
Banco BTG Pactual
Brazil
$464K +$188K +358 +68%
SSC
2682
Syverson Strege & Co
Iowa
$464K +$9.43K +18 +2%
CFD
2683
Creative Financial Designs
Indiana
$464K -$34K -65 -7%
WTA
2684
Washington Trust Advisors
Massachusetts
$463K -$45K -86 -9%
WWG
2685
West Wealth Group
California
$462K +$14.1K +27 +3%
BWP
2686
Balboa Wealth Partners
Arizona
$461K +$524 +1 +0.1%
FA
2687
FDx Advisors
Illinois
$460K -$53.4K -102 -10%
SI
2688
Stonekeep Investments
New Mexico
$460K +$16.8K +32 +4%
EL
2689
Essex LLC
Illinois
$459K +$459K +877 New
LSC
2690
Lesa Sroufe & Co
Washington
$459K +$459K +877 New
RTC
2691
Riverview Trust Company
Washington
$459K -$128K -245 -22%
GFA
2692
Gallagher Fiduciary Advisors
Illinois
$457K -$1.57K -3 -0.3%
LIA
2693
Lynx Investment Advisory
District of Columbia
$457K -$3.67K -7 -0.8%
TTIC
2694
Tower Trust & Investment Company
Iowa
$457K +$457K +1,110 New
CSC
2695
Caldwell Sutter Capital
California
$456K -$41.9K -80 -8%
Cohen & Steers
2696
Cohen & Steers
New York
$456K +$112K +214 +33%
EWA
2697
Etesian Wealth Advisors
Oregon
$456K -$22.5K -43 -5%
FTA
2698
Financial & Tax Architects
Missouri
$455K -$1.05K -2 -0.2%
LODC
2699
Lanham O'Dell & Company
West Virginia
$455K
IIA
2700
Integral Investment Advisors
California
$455K -$76.4K -146 -14%