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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 %
HHRDM
3026
H&H Retirement Design & Management
Nevada
$298K +$851 +2 +0.3%
LWM
3027
Lionshead Wealth Management
New York
$297K -$76.5K -146 -20%
SGI
3028
Swan Global Investments
Colorado
$297K +$297K +568 New
LI
3029
LVZ Inc
Michigan
$297K
FFG
3030
First Financial Group
North Carolina
$297K +$5.76K +11 +2%
FPW
3031
Flywheel Private Wealth
California
$297K
BMM
3032
Berkshire Money Management
Massachusetts
$296K -$10.5K -20 -3%
HTWM
3033
Hartmann Taylor Wealth Management
Texas
$295K +$295K +564 New
CCA
3034
Cottonwood Capital Advisors
Utah
$295K -$39.3K -75 -12%
GCM
3035
G2 Capital Management
Ohio
$295K +$2.62K +5 +0.9%
AA
3036
Alesco Advisors
New York
$294K +$17.3K +33 +6%
FFWM
3037
Future Financial Wealth Management
Ohio
$294K
WI
3038
Wedgewood Investors
Pennsylvania
$294K
EA
3039
Echo45 Advisors
California
$294K -$30.4K -58 -9%
AC
3040
AWM Capital
Arizona
$294K +$58.6K +112 +25%
FWM
3041
Forza Wealth Management
Florida
$293K
TIA
3042
Tandem Investment Advisors
South Carolina
$293K -$505K -963 -63%
RA
3043
Riversedge Advisors
Delaware
$292K +$292K +558 New
PFM
3044
Phillips Financial Management
Indiana
$292K +$9.95K +19 +4%
FWM
3045
Foguth Wealth Management
Michigan
$292K +$18.9K +36 +7%
OBGC
3046
O'Brien Greene & Co
Pennsylvania
$292K -$86.9K -166 -23%
AP
3047
Atwood & Palmer
Missouri
$291K -$115K -219 -28%
BHBT
3048
Burke & Herbert Bank & Trust
Virginia
$291K
C
3049
Covestor
United Kingdom
$291K -$57K -109 -16%
TWA
3050
Talisman Wealth Advisors
New Jersey
$291K -$57.1K -109 -16%