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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 %
FUBT
2851
First United Bank & Trust
Maryland
$376K -$1.05K -2 -0.3%
OPA
2852
Old Port Advisors
Maine
$376K -$138K -264 -27%
CAG
2853
Centerpoint Advisory Group
Kansas
$375K -$99K -189 -21%
TW
2854
Towerpoint Wealth
California
$373K -$69.1K -132 -16%
MEG
2855
Millstone Evans Group
Colorado
$373K
FFG
2856
Fortem Financial Group
California
$371K -$57.1K -109 -13%
AA
2857
AJ Advisors
Tennessee
$371K +$25.2K +48 +7%
TFA
2858
Tobias Financial Advisors
Florida
$371K +$33K +63 +10%
RCG
2859
Regatta Capital Group
California
$370K -$29.9K -57 -7%
LSA
2860
Lion Street Advisors
Texas
$370K -$7.86K -15 -2%
HCA
2861
Horan Capital Advisors
Ohio
$370K +$8.38K +16 +2%
1WA
2862
180 Wealth Advisors
Washington
$370K -$28.8K -55 -7%
JTWM
2863
Jackson Thornton Wealth Management
Alabama
$369K +$139K +306 +60%
CIA
2864
Compass Ion Advisors
Pennsylvania
$369K +$51.4K +98 +16%
BAM
2865
Byrne Asset Management
New Jersey
$368K +$368K +703 New
HA
2866
Harfst & Associates
Wyoming
$367K -$56.6K -108 -13%
NWM
2867
Northwest Wealth Management
Iowa
$367K +$57.1K +109 +18%
BCM
2868
Bayesian Capital Management
New York
$367K -$2.62M -5,007 -88%
BPFA
2869
Barnes Pettey Financial Advisors
Mississippi
$367K
FSA
2870
Fort Sheridan Advisors
Illinois
$366K +$57.1K +109 +18%
IPWA
2871
International Private Wealth Advisors
California
$366K -$12.6K -24 -3%
WIA
2872
Wetzel Investment Advisors
Indiana
$365K +$4.19K +8 +1%
CFA
2873
Capstone Financial Advisors
Illinois
$365K +$10.5K +20 +3%
CWA
2874
Consilio Wealth Advisors
Washington
$365K -$133K -254 -27%
LAS
2875
LWM Advisory Services
Florida
$365K -$28.8K -55 -7%