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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 %
RFP
3226
Roth Financial Partners
Texas
$228K
PMG
3227
ProVise Management Group
Florida
$227K -$83.3K -159 -27%
FF
3228
Francis Financial
$226K -$262K -500 -54%
2L
3229
25 LLC
Missouri
$226K -$7.86K -15 -3%
AFP
3230
Alpha Financial Partners
Kentucky
$226K +$12.1K +23 +6%
CP
3231
Castleview Partners
Texas
$226K -$191K -364 -46%
W
3232
WPWealth
Texas
$226K +$226K +431 New
RPGK
3233
Retirement Planning Group (Kansas)
Kansas
$225K +$11K +21 +5%
DWM
3234
David Wealth Management
Virginia
$225K +$1.05K +2 +0.5%
CIAS
3235
CBIZ Investment Advisory Services
Ohio
$225K -$17.3K -33 -7%
GWA
3236
Gutierrez Wealth Advisory
Arkansas
$225K -$12.5K -24 -5%
CCA
3237
Cora Capital Advisors
New Jersey
$225K -$1.57K -3 -0.7%
VW
3238
Vance Wealth
California
$225K +$16.2K +31 +8%
GWM
3239
GK Wealth Management
Nevada
$225K -$22.5K -43 -9%
HAM
3240
Harmony Asset Management
Arizona
$224K -$2.45M -4,668 -92%
TWM
3241
Tanager Wealth Management
United Kingdom
$224K +$224K +428 New
JC
3242
Jacobs & Co
California
$224K
IFPL
3243
Investments & Financial Planning LLC
Kentucky
$224K +$224K +428 New
LWANC
3244
Laurel Wealth Advisors (North Carolina)
North Carolina
$224K
KAM
3245
Kraft Asset Management
Tennessee
$224K -$47.1K -90 -17%
BCM
3246
Brown Capital Management
Maryland
$224K -$16.8K -32 -7%
HL
3247
HeadInvest LLC
Maine
$224K
FCM
3248
Fire Capital Management
California
$224K +$224K +427 New
GPW
3249
Gray Private Wealth
Massachusetts
$223K -$9.96K -19 -4%
HWM
3250
Hobbs Wealth Management
Indiana
$223K -$28.3K -54 -11%