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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 %
IAP
2951
Indie Asset Partners
Indiana
$331K -$23K -44 -6%
MCCP
2952
Mission Creek Capital Partners
California
$331K -$1.26M -2,413 -79%
RRWA
2953
Rainey & Randall Wealth Advisors
Florida
$329K +$329K +628 New
NG
2954
Northstar Group
New York
$329K +$16.8K +32 +5%
SWM
2955
Seed Wealth Management
Illinois
$328K
MM
2956
MQS Management
New York
$328K +$328K +627 New
AFAS
2957
Acorn Financial Advisory Services
Virginia
$328K -$63.9K -122 -16%
AIMC
2958
Alley Investment Management Company
Illinois
$328K -$7.8M -14,876 -96%
D
2959
Dentgroup
Louisiana
$327K -$21K -40 -6%
PA
2960
Probity Advisors
Texas
$327K -$117K -224 -26%
CWA
2961
CJM Wealth Advisers
Virginia
$327K
CST
2962
Charles Schwab Trust
Nevada
$326K -$77.5K -148 -19%
MAG
2963
M3 Advisory Group
Massachusetts
$326K -$70.2K -134 -18%
HFS
2964
Hopwood Financial Services
Virginia
$326K +$17.3K +33 +6%
CA
2965
Crumly & Associates
Illinois
$326K
CAM
2966
Covenant Asset Management
New Jersey
$324K -$3.73M -7,114 -92%
FCA
2967
Fortis Capital Advisors
Kansas
$324K +$120K +230 +59%
SFM
2968
Signet Financial Management
New Jersey
$324K -$4.19K -8 -1%
HIM
2969
Hanlon Investment Management
New Jersey
$324K -$33.5K -64 -9%
FFA
2970
Frazier Financial Advisors
Ohio
$323K +$3.67K +7 +1%
VAG
2971
VisionPoint Advisory Group
Texas
$323K +$71.2K +136 +28%
LIA
2972
LBMC Investment Advisors
Tennessee
$321K
YIH
2973
Y-Intercept (HK)
Hong Kong
$320K -$4.11M -7,841 -93%
YCG
2974
Yeomans Consulting Group
Georgia
$320K -$9.95K -19 -3%
ZF
2975
Zhang Financial
Michigan
$320K -$7.33K -14 -2%