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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 %
HCM
2701
Howland Capital Management
Massachusetts
$454K -$145K -277 -24%
LWM
2702
Liberty Wealth Management
California
$453K +$14.7K +28 +3%
O3W
2703
Omni 360 Wealth
New Jersey
$453K +$111K +211 +32%
PWA
2704
Provenance Wealth Advisors
Florida
$452K -$926K -1,768 -67%
CJ
2705
Caitlin John
Michigan
$451K +$58.1K +111 +15%
BBI
2706
Baxter Bros Inc
Connecticut
$450K +$105K +200 +30%
OFG
2707
OmniStar Financial Group
North Carolina
$450K +$450K +858 New
CP
2708
Camelot Portfolios
Ohio
$450K +$450K +860 New
GA
2709
GSG Advisors
New Jersey
$450K +$54.4K +94 +14%
BC
2710
BIT Capital
Germany
$450K -$526K -1,005 -54%
UOTTAIMCU
2711
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$449K +$396K +757 +757%
FCIM
2712
Fairview Capital Investment Management
California
$448K
AWG
2713
Altus Wealth Group
Colorado
$448K -$8.38K -16 -2%
T
2714
Tidemark
California
$446K +$48.7K +93 +12%
JWS
2715
Juncture Wealth Strategies
Arizona
$445K -$3.67K -7 -0.8%
SWM
2716
Salvus Wealth Management
New Jersey
$444K +$6.81K +13 +2%
SL
2717
Sentinus LLC
Illinois
$442K +$47.7K +91 +12%
LGG
2718
Luts & Greenleigh Group
Maryland
$442K -$3.14K -6 -0.7%
BL
2719
Balentine LLC
Georgia
$441K +$35.6K +68 +9%
ML
2720
Mayport LLC
Massachusetts
$440K -$21.5K -41 -5%
4WM
2721
4J Wealth Management
Virginia
$440K +$78.6K +150 +22%
CIG
2722
Cairn Investment Group
Washington
$440K
ASG
2723
Ariston Services Group
California
$439K +$70.2K +134 +19%
WEG
2724
World Equity Group
Illinois
$438K -$674K -1,254 -61%
KRW
2725
Kaufman Rossin Wealth
Florida
$438K +$438K +836 New