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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 %
AAS
3076
AdviceOne Advisory Services
Connecticut
$283K -$13.6K -26 -5%
GPW
3077
Genesis Private Wealth
Virginia
$282K +$33.5K +64 +14%
APW
3078
Acima Private Wealth
Virginia
$282K
ES
3079
Eagle Strategies
New York
$282K +$11.5K +22 +4%
LAM
3080
Lakewood Asset Management
Illinois
$281K -$14.7K -28 -5%
WCM
3081
Wealthcare Capital Management
Virginia
$281K +$14.1K +27 +5%
DWM
3082
Destination Wealth Management
California
$281K -$16.2K -31 -5%
CWA
3083
Clarity Wealth Advisors
California
$281K -$10.5K -20 -4%
NPT
3084
Nixon Peabody Trust
Massachusetts
$281K +$71.2K +136 +34%
YP
3085
YANKCOM Partnership
South Dakota
$280K -$854K -1,631 -75%
FPL
3086
Fortress Private Ledger
North Carolina
$279K +$279K +533 New
HOWA
3087
Heritage Oak Wealth Advisors
Florida
$279K -$144K -275 -34%
IAG
3088
Investment Advisory Group
Massachusetts
$279K +$2.09K +4 +0.8%
WAS
3089
Wealth Advisory Solutions
Indiana
$279K -$9.07M -17,315 -97%
CCM
3090
Crew Capital Management
Ohio
$278K
EIA
3091
Edgemoor Investment Advisors
Maryland
$278K
LF
3092
LifeSteps Financial
California
$275K
KFS
3093
Kaizen Financial Strategies
California
$275K +$63.9K +122 +30%
DFP
3094
Defined Financial Planning
California
$274K -$289K -552 -51%
HFRG
3095
Houlihan Financial Resource Group
Virginia
$274K
TFGT
3096
TS Financial Group (TSFG)
Illinois
$273K +$68.8K +131 +34%
NEWAS
3097
N.E.W. Advisory Services
Wisconsin
$273K +$24.1K +46 +10%
BFS
3098
Burr Financial Services
California
$272K
DFG
3099
Dynamic Financial Group
Iowa
$272K
OSNBOA
3100
Old Second National Bank of Aurora
Illinois
$272K +$37.2K +71 +16%