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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 %
NOI
2976
Newton One Investments
Delaware
$319K -$524 -1 -0.2%
KBFS
2977
Kohmann Bosshard Financial Services
Ohio
$318K
GSIS
2978
Global Strategic Investment Solutions
Arizona
$318K -$44.5K -85 -12%
NAS
2979
NWF Advisory Services
California
$318K -$50.8K -97 -14%
IWM
2980
Integris Wealth Management
California
$318K -$24.6K -47 -7%
WA
2981
WBH Advisory
Maryland
$317K
HA
2982
Helium Advisors
Washington
$317K
OPWM
2983
Oakwell Private Wealth Management
Texas
$317K +$36.1K +69 +13%
CCM
2984
Coerente Capital Management
Ontario, Canada
$317K
MHWM
2985
Montz Harcus Wealth Management
Louisiana
$317K +$317K +605 New
WI
2986
WBI Investments
New Jersey
$316K +$316K +604 New
SGWM
2987
Sterling Group Wealth Management
California
$316K
RBFC
2988
Roman Butler Fullerton & Co
Missouri
$316K +$2.34K +4 +0.7%
WSWA
2989
Warren Street Wealth Advisors
California
$315K -$120K -229 -28%
KAM
2990
Knightsbridge Asset Management
California
$315K +$315K +601 New
GAM
2991
Gemmer Asset Management
California
$314K -$74.9K -143 -19%
BSSFA
2992
Baron Silver Stevens Financial Advisors
Florida
$313K -$71.8K -137 -19%
OFS
2993
Oldfather Financial Services
Nebraska
$313K -$6.81K -13 -2%
MTC
2994
McDaniel Terry & Co
Texas
$313K -$5.77K -11 -2%
MWA
2995
Muirfield Wealth Advisors
North Carolina
$313K -$73.4K -140 -19%
OPTFSNA
2996
Old Point Trust & Financial Services N A
Virginia
$312K
FCFC
2997
First Citizens Financial Corp
Iowa
$312K +$25.7K +49 +9%
EPA
2998
Element Pointe Advisors
Florida
$311K -$9.95K -19 -3%
CFAM
2999
Center For Asset Management
Florida
$311K -$8.38K -16 -3%
WIM
3000
Warwick Investment Management
Texas
$310K +$12.6K +24 +4%