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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 %
TC
2876
Trilogy Capital
California
$364K -$60.7K -116 -14%
WWM
2877
Waterway Wealth Management
Texas
$364K +$33K +63 +10%
BSB
2878
Bangor Savings Bank
Maine
$364K -$57.6K -110 -14%
MAM
2879
Milestone Asset Management
Pennsylvania
$363K +$12.6K +24 +4%
PW
2880
PUREfi Wealth
Massachusetts
$363K -$160K -305 -31%
PCA
2881
Purkiss Capital Advisors
Connecticut
$362K -$5.76K -11 -2%
RFA
2882
RTD Financial Advisors
Pennsylvania
$362K -$18.9K -36 -5%
FA
2883
Fountainhead AM
New Jersey
$362K +$104K +198 +40%
VWMG
2884
Virginia Wealth Management Group
Virginia
$362K -$601K -1,148 -62%
BWM
2885
Birchcreek Wealth Management
Ohio
$360K +$524 +1 +0.1%
SC
2886
Seldon Capital
California
$360K
KA
2887
KDT Advisors
New York
$360K +$32.5K +62 +10%
BT
2888
Banque Transatlantique
France
$359K -$945K -1,805 -72%
SFS
2889
Sharp Financial Services
Pennsylvania
$359K -$105K -200 -23%
CFA
2890
CWS Financial Advisors
Michigan
$358K
OCPWS
2891
One Charles Private Wealth Services
Massachusetts
$358K +$34.6K +66 +11%
AFA
2892
American Financial Advisors
Georgia
$357K -$13.1K -25 -4%
EFG
2893
Elm3 Financial Group
Georgia
$357K -$60.7K -116 -15%
KWM
2894
Kaydan Wealth Management
Michigan
$356K -$8.9K -17 -2%
SA
2895
Shilanski & Associates
Alaska
$355K -$4.71K -9 -1%
WAS
2896
Winch Advisory Services
Wisconsin
$354K +$4.19K +8 +1%
MSF
2897
Mustard Seed Financial
Arkansas
$354K
OW
2898
Olistico Wealth
Oklahoma
$353K +$49.8K +95 +16%
AHL
2899
Abel Hall LLC
Louisiana
$353K -$93.2K -178 -21%
SSWM
2900
Strait & Sound Wealth Management
California
$353K -$371K -708 -51%