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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 %
BST
2801
Bath Savings Trust
Maine
$399K +$27.2K +52 +7%
NFP
2802
Narus Financial Partners
Utah
$398K -$5.24K -10 -1%
NFSG
2803
Newbridge Financial Services Group
Florida
$397K -$242K -462 -38%
MSA
2804
Marino Stram & Associates
Massachusetts
$396K -$524 -1 -0.1%
BTWM
2805
Brass Tax Wealth Management
Ohio
$396K +$21K +40 +6%
CFP
2806
Curran Financial Partners
South Carolina
$396K +$15.2K +29 +4%
FCB
2807
First County Bank
Connecticut
$395K -$865K -1,651 -69%
ITIM
2808
Indiana Trust & Investment Management
Indiana
$395K -$31.4K -60 -7%
MFA
2809
Morling Financial Advisors
California
$394K +$394K +753 New
FM
2810
Family Management
New York
$394K -$6.29K -12 -2%
CWM
2811
Concentrum Wealth Management
California
$393K +$393K +751 New
CWM
2812
Cherrydale Wealth Management
New Jersey
$393K -$40.8K -78 -9%
RMCM
2813
Reynders McVeigh Capital Management
Massachusetts
$393K -$1.05K -2 -0.3%
XPN
2814
XY Planning Network
Montana
$392K +$1.57K +3 +0.4%
IIM
2815
Ipswich Investment Management
Massachusetts
$391K -$170K -325 -30%
BFO
2816
Biltmore Family Office
North Carolina
$391K
CWG
2817
Crown Wealth Group
North Carolina
$390K +$36.7K +70 +10%
AIA
2818
Arbor Investment Advisors
North Carolina
$390K +$3.67K +7 +0.9%
CA
2819
CSM Advisors
Pennsylvania
$390K -$2.61K -5 -0.7%
FFC
2820
Frederick Financial Consultants
Maryland
$390K +$109K +209 +39%
CG
2821
Cynosure Group
Utah
$390K +$82.2K +157 +27%
TI
2822
Truepoint Inc
Ohio
$389K -$24.1K -46 -6%
SAA
2823
Southeast Asset Advisors
Georgia
$389K -$8.9K -17 -2%
RFA
2824
Reyes Financial Architecture
California
$389K -$87.5K -167 -18%
EW
2825
Element Wealth
Mississippi
$389K