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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 %
AA
2926
Argent Advisors
Louisiana
$341K -$831K -1,586 -71%
EWM
2927
Endowment Wealth Management
Wisconsin
$341K +$16.2K +31 +5%
GCIA
2928
Gabelli & Co Investment Advisers
New York
$340K +$78.6K +150 +30%
USB
2929
Union Savings Bank
Connecticut
$339K
NI
2930
NDVR Inc
Massachusetts
$338K -$18.3K -35 -5%
LWM
2931
LeConte Wealth Management
Tennessee
$338K +$338K +645 New
CPSC
2932
Carl P. Sherr & Co
Massachusetts
$338K +$338K +645 New
4A
2933
4Wealth Advisors
Illinois
$337K +$6.81K +13 +2%
HCM
2934
Hall Capital Management
Rhode Island
$337K -$2.1M -4,004 -86%
AWM
2935
Avaii Wealth Management
Wisconsin
$337K -$16.8K -32 -5%
FAM
2936
Flaharty Asset Management
Florida
$337K -$13.1K -25 -4%
SC
2937
Stephenson & Company
California
$336K +$5.23K +10 +2%
MWM
2938
Mascoma Wealth Management
New Hampshire
$335K
WP
2939
Westmount Partners
California
$334K -$29.8K -57 -8%
WAM
2940
Worth Asset Management
Texas
$334K -$123K -235 -27%
RWA
2941
Redhawk Wealth Advisors
Minnesota
$334K -$63.4K -121 -16%
CPRC
2942
Consolidated Portfolio Review Corp
New York
$333K -$319K -609 -49%
SN
2943
Sittner & Nelson
Oregon
$333K +$5.24K +10 +2%
WPW
2944
Watershed Private Wealth
Illinois
$333K -$247K -472 -43%
MWM
2945
MinichMacGregor Wealth Management
New York
$333K -$96.4K -184 -22%
NAM
2946
NTV Asset Management
West Virginia
$333K +$101K +193 +44%
TC
2947
Truvestments Capital
Florida
$333K +$21.5K +41 +7%
WCWM
2948
Wooster Corthell Wealth Management
Connecticut
$333K +$333K +635 New
RFG
2949
Range Financial Group
Oregon
$332K +$37.2K +71 +13%
RS
2950
Rakuten Securities
Japan
$332K +$47.7K +91 +17%