UNH icon

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 %
BWM
3101
BlackDiamond Wealth Management
New York
$272K -$54.1K -142 -17%
JBW
3102
Journey Beyond Wealth
Georgia
$271K -$15.7K -30 -5%
CFGA
3103
Cambridge Financial Group (Arizona)
Arizona
$271K -$13.6K -26 -5%
NWA
3104
New World Advisors
Massachusetts
$270K +$38.8K +74 +17%
PWP
3105
Pursue Wealth Partners
California
$270K +$270K +515 New
NCM
3106
Next Capital Management
New York
$269K +$269K +514 New
PPWM
3107
Perissos Private Wealth Management
Oklahoma
$269K +$524 +1 +0.2%
HWA
3108
Heartwood Wealth Advisors
Virginia
$268K -$31.9K -61 -11%
DWA
3109
Dougherty Wealth Advisers
Minnesota
$267K
WCWM
3110
Willow Creek Wealth Management
California
$267K +$524 +1 +0.2%
HFS
3111
Horizon Financial Services
North Carolina
$267K +$524 +1 +0.2%
MIM
3112
Macroview Investment Management
Maryland
$266K +$4.19K +8 +2%
PBC
3113
Pavion Blue Capital
California
$266K
WCG
3114
Weaver Consulting Group
California
$266K +$30.9K +59 +13%
CF
3115
Convergence Financial
Missouri
$265K +$7.33K +14 +3%
XWM
3116
Xcel Wealth Management
Florida
$264K -$55K -105 -17%
TFG
3117
Taylor Financial Group
Virginia
$264K
LTI
3118
Laffer Tengler Investments
Tennessee
$264K
HIW
3119
Holos Integrated Wealth
Pennsylvania
$264K
WBG
3120
Wharton Business Group
Pennsylvania
$264K
SAMT
3121
Select Asset Management & Trust
Pennsylvania
$264K
MF
3122
Meridian Financial
Massachusetts
$263K
IWN
3123
Independent Wealth Network
Iowa
$263K +$20.4K +39 +8%
HGA
3124
Hobbs Group Advisors
South Carolina
$263K -$50.3K -96 -16%
ICA
3125
Infrastructure Capital Advisors
New York
$262K -$17.8K -34 -6%