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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 %
HCP
2776
Hexagon Capital Partners
Arkansas
$413K -$86.4K -165 -17%
CWA
2777
Canvas Wealth Advisors
Kansas
$413K -$109K -255 -21%
WDA
2778
Wendell David Associates
New Hampshire
$412K
KOCAA
2779
Knights of Columbus Asset Advisors
Connecticut
$412K -$169K -323 -29%
CWP
2780
Curated Wealth Partners
California
$412K +$142K +272 +53%
KSWWM
2781
Keyes Stange & Wooten Wealth Management
Florida
$412K +$70.7K +135 +21%
KC
2782
Kinloch Capital
Virginia
$410K
SFG
2783
Seamount Financial Group
Colorado
$409K -$17.3K -33 -4%
PSFG
2784
Park Square Financial Group
Georgia
$407K -$9.43K -18 -2%
BP
2785
BBR Partners
New York
$407K -$145K -277 -26%
MHC
2786
May Hill Capital
Massachusetts
$405K -$225K -429 -36%
WF
2787
Wayfinding Financial
Washington
$405K +$20.4K +39 +5%
WWA
2788
Wisconsin Wealth Advisors
Wisconsin
$405K -$14.1K -27 -3%
OWP
2789
ORG Wealth Partners
Texas
$405K +$126K +241 +45%
CF
2790
Claris Financial
Virginia
$404K
CHA
2791
Cooper/Haims Advisors
New York
$402K -$27.2K -52 -6%
DWM
2792
DecisionMap Wealth Management
Virginia
$401K -$7.86K -15 -2%
BO
2793
Bank OZK
Arkansas
$401K +$17.8K +34 +5%
EB
2794
Exchange Bank
California
$400K -$38.2K -73 -9%
MGAM
2795
McGowan Group Asset Management
Texas
$400K +$524 +1 +0.1%
JWA
2796
JFS Wealth Advisors
Pennsylvania
$400K -$19.9K -38 -5%
WGCA
2797
Wolf Group Capital Advisors
Virginia
$400K -$1.08M -2,071 -73%
MWA
2798
Motive Wealth Advisors
Michigan
$400K +$4.19K +8 +1%
WB
2799
West Bancorporation
Iowa
$400K +$44K +84 +12%
RMC
2800
Ring Mountain Capital
California
$399K -$24.1K -46 -6%