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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 %
AWM
3201
Aberdeen Wealth Management
Illinois
$238K
VIS
3202
Vega Investment Solutions
France
$237K +$110K +243 +86%
FHB
3203
First Hawaiian Bank
Hawaii
$237K -$6.98M -13,324 -97%
CA
3204
Capital Advantage
California
$237K
W
3205
Wealthquest
Ohio
$236K -$10.5K -20 -4%
PWM
3206
Purus Wealth Management
California
$236K
HH
3207
HWG Holdings
Texas
$235K
SWM
3208
Shakespeare Wealth Management
Wisconsin
$234K +$1.57K +3 +0.7%
VPP
3209
Vertex Planning Partners
Illinois
$234K +$234K +447 New
VAM
3210
Verity Asset Management
North Carolina
$233K -$60.7K -116 -21%
NPI
3211
New Perspectives Inc
Mississippi
$233K
TPWA
3212
TRUE Private Wealth Advisors
Oregon
$232K +$232K +443 New
SEP
3213
Southland Equity Partners
Missouri
$232K +$1.57K +3 +0.7%
QP
3214
Quartz Partners
New York
$231K -$21K -40 -8%
BBW
3215
Blue Barn Wealth
Utah
$231K -$13.1K -25 -5%
GCM
3216
Gallacher Capital Management
Colorado
$231K -$8.38K -16 -4%
GC
3217
Garde Capital
Washington
$231K -$91.7K -175 -28%
ACM
3218
Academy Capital Management
Texas
$231K
WFA
3219
Websterrogers Financial Advisors
South Carolina
$230K
KFG
3220
Kingdom Financial Group
Arizona
$230K -$746K -1,423 -76%
CI
3221
Carroll Investors
South Carolina
$230K -$431K -830 -65%
BCMLT
3222
Beacon Capital Management LLC (Tennessee)
Tennessee
$228K +$16.8K +32 +8%
FFL
3223
Financial Freedom LLC
Ohio
$228K +$523 +1 +0.2%
TPW
3224
Talon Private Wealth
Florida
$228K -$479K -933 -68%
PFC
3225
Phocas Financial Corp
California
$228K -$13.1K -25 -5%