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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 %
KCP
3126
Kera Capital Partners
California
$262K -$37.7K -72 -13%
PCA
3127
Peddock Capital Advisors
Massachusetts
$262K -$12.6K -24 -5%
SM
3128
Samjo Management
New York
$262K
CWA
3129
CM Wealth Advisors
Ohio
$262K
AGP
3130
Autumn Glory Partners
Texas
$262K
NSEDCP
3131
NJ State Employees Deferred Compensation Plan
New Jersey
$262K
HA
3132
Harbor Advisors
Florida
$262K +$262K +500 New
UOC
3133
University of Chicago
Illinois
$262K +$262K +500 New
CAM
3134
Columbia Asset Management
Michigan
$261K -$92.7K -177 -26%
BWA
3135
Brave Warrior Advisors
New York
$261K
PAS
3136
Point72 Asia (Singapore)
Singapore
$261K -$5.02M -9,580 -95%
HFS
3137
Howard Financial Services
Texas
$261K +$47.2K +90 +22%
VCM
3138
Vision Capital Management
Oregon
$260K -$21K -40 -7%
VIPI
3139
Vista Investment Partners II
Indiana
$260K -$5.76K -11 -2%
TA
3140
TruWealth Advisors
Louisiana
$260K -$4.71K -9 -2%
FWM
3141
Focused Wealth Management
New York
$260K -$22.5K -43 -8%
S
3142
Sachetta
Massachusetts
$260K -$7.33K -14 -3%
OWM
3143
Orgel Wealth Management
Wisconsin
$259K -$3.14K -6 -1%
HKIMG
3144
Hutchens & Kramer Investment Management Group
Indiana
$259K -$9.43K -18 -4%
BC
3145
Brio Consultants
California
$259K +$35.1K +67 +16%
MWP
3146
Meredith Wealth Planning
Illinois
$258K +$258K +493 New
EC
3147
Eaton-Cambridge
Arizona
$258K -$10.5K -20 -4%
CPC
3148
CFC Planning Company
Indiana
$258K +$524 +1 +0.2%
AWM
3149
Accel Wealth Management
Iowa
$258K +$8.38K +16 +3%
HWM
3150
Howard Wealth Management
Connecticut
$257K