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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 %
WSA
3176
Warm Springs Advisors
California
$252K
KSB
3177
Kennebec Savings Bank
Maine
$251K -$935K -1,786 -79%
MPCG
3178
Matrix Private Capital Group
New York
$251K -$32.5K -62 -11%
VC
3179
Vicus Capital
Pennsylvania
$251K -$32.5K -62 -11%
RIM
3180
RW Investment Management
Idaho
$250K
SL
3181
Sentry LLC
Tennessee
$249K -$26.2K -50 -10%
CWM
3182
Centricity Wealth Management
Ohio
$249K
BIA
3183
Bell Investment Advisors
California
$247K -$13.6K -26 -5%
SFP
3184
Sandbox Financial Partners
Maryland
$247K -$33.6K -64 -12%
CCA
3185
Carrera Capital Advisors
Michigan
$247K -$43K -82 -15%
CFG
3186
Cosner Financial Group
Colorado
$246K +$1.05K +2 +0.4%
PA
3187
Promethium Advisors
Maryland
$246K -$51.9K -99 -17%
WWM
3188
Wiser Wealth Management
Georgia
$246K -$6.81K -13 -3%
MLA
3189
MB, Levis & Associates
Pennsylvania
$245K +$523 +1 +0.2%
BFP
3190
Briaud Financial Planning
Texas
$244K
EFG
3191
Embree Financial Group
Illinois
$242K -$2.62K -5 -1%
BAWM
3192
Bennett Associates Wealth Management
Pennsylvania
$242K -$99.5K -190 -29%
PAG
3193
Powers Advisory Group
Illinois
$242K +$21.5K +41 +10%
PIN
3194
Prudent Investors Network
California
$241K
MA
3195
MAS Advisors
Florida
$240K -$23.1K -44 -9%
TFG
3196
Team Financial Group
California
$240K -$24.6K -47 -9%
KCFA
3197
Key Client Fiduciary Advisors
New Jersey
$240K -$6.28K -12 -3%
EF
3198
Exeter Financial
Arizona
$239K
AA
3199
Addison Advisors
Vermont
$238K
BIP
3200
Blue Investment Partners
California
$238K -$47.1K -90 -17%