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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 %
RPCONE
3001
Retirement Planning Company of New England
Rhode Island
$310K +$26.2K +50 +9%
MAM
3002
Mainsail Asset Management
Alabama
$309K +$21K +40 +7%
FI
3003
Financial Insights
Washington
$309K +$309K +590 New
IFO
3004
Independent Family Office
New York
$309K -$34K -65 -10%
KFA
3005
Krane Funds Advisors
New York
$308K +$308K +588 New
BCM
3006
BluePointe Capital Management
California
$307K +$307K +587 New
ISFAN
3007
Investor's Fiduciary Advisor Network
Washington
$307K -$187K -358 -38%
KPWG
3008
KFA Private Wealth Group
Virginia
$306K +$72.9K +139 +31%
6F
3009
626 Financial
Michigan
$306K -$708K -1,350 -70%
AIM
3010
Aspen Investment Management
Michigan
$305K +$7.34K +14 +2%
AWM
3011
Ariadne Wealth Management
California
$305K +$1.52K +4 +0.5%
JC
3012
JBGlobal.com
New York
$305K
BA
3013
Ballew Advisors
Mississippi
$304K +$304K +508 New
IA
3014
IMZ Advisory
Florida
$304K -$43K -82 -12%
TFM
3015
TFC Financial Management
Massachusetts
$304K -$39.8K -76 -12%
AFC
3016
AFT Forsyth & Company
Florida
$303K -$57.1K -109 -16%
VFG
3017
V2 Financial group
Illinois
$303K
C1AG
3018
Client 1st Advisory Group
Florida
$303K
SIAP
3019
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$302K +$65.5K +125 +28%
MKC
3020
M. Kraus & Co
Vermont
$301K -$1.05K -2 -0.3%
RBWA
3021
RFG - Bristol Wealth Advisors
Massachusetts
$301K +$12K +23 +4%
1WM
3022
1858 Wealth Management
Ohio
$301K -$19.4K -37 -6%
AFS
3023
Axiom Financial Strategies
Indiana
$301K -$524 -1 -0.2%
TFA
3024
Teamwork Financial Advisors
Texas
$299K -$35.6K -68 -11%
LWA
3025
Lifelong Wealth Advisors
Minnesota
$298K -$30.4K -58 -9%