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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 %
WW
2826
Westshore Wealth
California
$388K +$524 +1 +0.1%
SFS
2827
Symphony Financial Services
Ohio
$388K -$15.7K -30 -4%
EWM
2828
Elevatus Welath Management
New York
$387K -$52.4K -100 -12%
BRM
2829
Boston Research & Management
Massachusetts
$387K
WDG
2830
Wealth Dimensions Group
Ohio
$387K +$5.24K +10 +1%
BMA
2831
Brooks Moore & Associates
Tennessee
$386K -$13.1K -25 -3%
FWI
2832
Facet Wealth Inc
Maryland
$386K -$240K -594 -38%
TA
2833
Tectonic Advisors
Texas
$385K +$1.57K +3 +0.4%
CNBOF
2834
City National Bank of Florida
Florida
$385K +$139K +266 +57%
GIP
2835
Greatmark Investment Partners
Georgia
$385K +$52.4K +100 +16%
LWM
2836
LJI Wealth Management
Indiana
$385K +$145K +277 +60%
HC
2837
Hamilton Capital
Ohio
$384K +$61.3K +117 +19%
CWA
2838
Continuum Wealth Advisors
New York
$383K -$7.86K -15 -2%
BWA
2839
BlueSky Wealth Advisors
North Carolina
$381K
RA
2840
Rise Advisors
New York
$381K +$47.1K +90 +14%
EWS
2841
Evergreen Wealth Solutions
Pennsylvania
$381K -$138K -264 -27%
NC
2842
Napatree Capital
Rhode Island
$380K +$50.8K +97 +15%
OWA
2843
Octavia Wealth Advisors
Ohio
$380K +$23K +44 +6%
GG
2844
Greenwood Gearhart
Arkansas
$379K -$556K -1,062 -59%
YDMI
2845
Y.D. More Investments
Israel
$379K -$291K -570 -43%
LI
2846
Lafayette Investments
Maryland
$379K +$46.1K +88 +14%
LSA
2847
Lansing Street Advisors
Pennsylvania
$378K -$23K -44 -6%
PTC
2848
Philadelphia Trust Company
Pennsylvania
$377K
IAMOG
2849
Investors Asset Management of Georgia
Georgia
$377K -$26.2K -50 -7%
RLIM
2850
Red Lighthouse Investment Management
New York
$376K -$495 -1 -0.1%