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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 %
PCA
2726
PMV Capital Advisers
Texas
$437K
EPW
2727
Endeavor Private Wealth
Kansas
$437K +$330K +629 +307%
QCM
2728
Qsemble Capital Management
New York
$437K +$437K +834 New
CNTOF
2729
Canandaigua National Trust of Florida
New York
$436K -$22K -42 -5%
BWP
2730
Bernardo Wealth Planning
Pennsylvania
$436K +$19.4K +37 +5%
BW
2731
BIP Wealth
Georgia
$436K -$6.28K -12 -1%
BMC
2732
Beaton Management Company
Massachusetts
$435K
RFW
2733
Rainier Family Wealth
Washington
$434K -$39.3K -75 -8%
CVM
2734
Cheviot Value Management
California
$433K
PBO
2735
Peoples Bank (Ohio)
Ohio
$433K -$104K -198 -19%
CA
2736
CapWealth Advisors
Tennessee
$433K -$3.67K -7 -0.8%
WA
2737
WPG Advisers
Maryland
$432K -$152K -290 -26%
JAG
2738
Journey Advisory Group
Kentucky
$431K -$4.35M -8,310 -91%
GI
2739
GAMCO Investors
Connecticut
$431K -$1.1M -2,105 -72%
ECM
2740
Exchange Capital Management
Michigan
$431K -$10.5K -20 -2%
NHT
2741
New Hampshire Trust
New Hampshire
$430K -$3.68M -7,029 -90%
FA
2742
Forefront Analytics
Pennsylvania
$430K +$17.3K +33 +4%
LT
2743
Legacy Trust
Michigan
$429K -$6.29K -12 -1%
LW
2744
Linscomb Wealth
Texas
$429K +$3.67K +7 +0.9%
CB
2745
Centennial Bank
Arkansas
$429K -$26.2K -50 -6%
SDAM
2746
Shulman DeMeo Asset Management
New York
$429K +$2.09K +4 +0.5%
BF
2747
Brogan Financial
Tennessee
$429K +$14.1K +27 +3%
BW
2748
Balance Wealth
Ohio
$428K +$428K +818 New
CCG
2749
Coastwise Capital Group
California
$428K +$428K +817 New
MIM
2750
MTM Investment Management
South Carolina
$427K -$41.9K -80 -9%