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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 %
ELM
3051
Elite Life Management
Florida
$291K -$6.29K -12 -2%
PWA
3052
Physician Wealth Advisors
Utah
$290K -$62.3K -119 -18%
LFS
3053
Legacy Financial Strategies
Kansas
$289K -$18.3K -35 -6%
TMWM
3054
Taylor & Morgan Wealth Management
Michigan
$289K -$28.3K -54 -9%
CGA
3055
Compound Global Advisors
Washington
$288K -$777K -1,650 -73%
MWM
3056
Magnolia Wealth Management
Alabama
$288K
JWM
3057
Jackson Wealth Management
Florida
$288K -$67.1K -128 -19%
SIC
3058
SFE Investment Counsel
California
$288K +$38.8K +74 +16%
VWWMG
3059
Vermillion & White Wealth Management Group
Pennsylvania
$288K +$1.05K +2 +0.4%
CFP
3060
Cypress Financial Planning
New Jersey
$287K +$5.76K +11 +2%
SIC
3061
SJS Investment Consulting
Ohio
$286K -$20.9K -40 -7%
RC
3062
Rovin Capital
Arizona
$286K +$10.5K +20 +4%
AA
3063
Acorns Advisers
California
$286K +$41.3K +79 +17%
LFGO
3064
Legacy Financial Group (Oklahoma)
Oklahoma
$286K -$6.81K -13 -2%
PL
3065
Parthenon LLC
Kentucky
$286K
SFC
3066
Strategic Financial Concepts
Texas
$286K -$25.1K -48 -8%
IAG
3067
Investmark Advisory Group
Connecticut
$286K +$524 +1 +0.2%
LRIA
3068
Leonard Rickey Investment Advisors
Washington
$285K -$5.87K -10 -2%
GSC
3069
Ground Swell Capital
South Carolina
$285K -$36.1K -69 -11%
PFWA
3070
Paces Ferry Wealth Advisors
Georgia
$285K -$6.29K -12 -2%
LWP
3071
Laurel Wealth Planning
Minnesota
$285K
CAM
3072
Clark Asset Management
New Hampshire
$285K -$16.8K -32 -6%
PFG
3073
Prospect Financial Group
Virginia
$284K +$29.9K +57 +12%
SCM
3074
Saxony Capital Management
Missouri
$284K +$5.24K +10 +2%
WCP
3075
Wick Capital Partners
Pennsylvania
$283K -$7.33K -14 -3%