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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 %
RDFA
2901
Ritter Daniher Financial Advisory
Ohio
$352K -$33K -63 -9%
WN
2902
Williams & Novak
California
$352K
LIM
2903
Lathrop Investment Management
Arkansas
$351K +$48.7K +93 +16%
BFA
2904
Bill Few Associates
Pennsylvania
$350K -$52.4K -100 -13%
LCM
2905
Leisure Capital Management
California
$350K -$39.3K -75 -10%
Winslow Capital Management
2906
Winslow Capital Management
Minnesota
$350K -$179K -341 -34%
MWM
2907
MBE Wealth Management
Wisconsin
$350K +$350K +668 New
JHC
2908
J. Hagan Capital
Kentucky
$350K +$350K +691 New
PCP
2909
Panoramic Capital Partners
Oregon
$350K -$399K -721 -53%
BF
2910
bLong Financial
Tennessee
$349K
VCP
2911
Vista Capital Partners
Oregon
$347K -$38.8K -74 -10%
SA
2912
Stewardship Advisors
Pennsylvania
$347K +$13.6K +26 +4%
AA
2913
Aufman Associates
Pennsylvania
$347K +$523 +1 +0.2%
LFP
2914
Lakeshore Financial Planning
Michigan
$346K
DEM
2915
Disciplined Equity Management
Florida
$346K
TS
2916
TradeWell Securities
Indiana
$345K +$1.57K +3 +0.5%
SWA
2917
Sax Wealth Advisors
New Jersey
$345K -$16.2K -31 -4%
ACA
2918
Affinity Capital Advisors
California
$345K +$51K +85 +17%
CRWM
2919
Castle Rock Wealth Management
California
$345K -$29.4K -56 -8%
CAWM
2920
Capital Advisors Wealth Management
Washington
$345K +$33.5K +64 +11%
HBW
2921
Hazlett, Burt & Watson
West Virginia
$344K -$17.2K -33 -5%
WJA
2922
Willis Johnson & Associates
Texas
$344K +$33K +63 +11%
TWM
2923
TCFG Wealth Management
California
$344K -$1.57K -3 -0.5%
WAM
2924
Walker Asset Management
Missouri
$342K +$14.7K +28 +4%
LC
2925
Landaas & Company
Wisconsin
$342K