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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 %
PW
3151
Potentia Wealth
California
$257K
UBV
3152
United Bank (Virginia)
Virginia
$257K -$8.38K -16 -3%
VWM
3153
Vigilare Wealth Management
Arizona
$257K -$52.4K -100 -17%
MWP
3154
Meriwether Wealth & Planning
Louisiana
$257K -$16.8K -32 -6%
SWM
3155
SK Wealth Management
Rhode Island
$257K +$851 +2 +0.3%
CL
3156
CVFG LLC
Indiana
$256K +$14.7K +28 +6%
BEAM
3157
Baker Ellis Asset Management
Washington
$256K -$68.1K -130 -21%
AF
3158
Apollon Financial
South Carolina
$256K +$256K +488 New
SBWIC
3159
Schaper Benz & Wise Investment Counsel
Wisconsin
$255K +$3.67K +7 +1%
PWW
3160
Pettyjohn Wood & White
Virginia
$255K -$236K -451 -48%
RF
3161
Rossby Financial
Florida
$255K -$167K -400 -40%
FP
3162
Foundry Partners
Minnesota
$254K
WFA
3163
WestHill Financial Advisors
California
$254K +$6.29K +12 +3%
KP
3164
Kitching Partners
Pennsylvania
$254K +$254K +485 New
CWMS
3165
Cannon Wealth Management Services
North Carolina
$254K -$15.6K -40 -6%
LPAM
3166
Lodestar Private Asset Management
California
$254K
KWS
3167
Keystone Wealth Services
California
$254K -$6.29K -12 -2%
KCIC
3168
Kuhn & Co Investment Counsel
Illinois
$253K
JA
3169
JVL Associates
Michigan
$253K -$6.81K -13 -3%
LC
3170
LCNB Corp
Ohio
$253K
NAMNJ
3171
NorthStar Asset Management (New Jersey)
New Jersey
$253K -$4.72K -9 -2%
GA
3172
Greenspring Advisors
Maryland
$252K
PA
3173
PSI Advisors
Florida
$252K -$39.3K -75 -13%
VCM
3174
Verde Capital Management
Michigan
$252K -$25.1K -48 -9%
HPA
3175
High Probability Advisors
New York
$252K