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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 %
UWM
3251
USAdvisors Wealth Management
Minnesota
$223K +$223K +427 New
VBWMG
3252
Von Berge Wealth Management Group
California
$223K -$20.3K -48 -8%
ESBC
3253
E.S. Barr & Co
Kentucky
$223K
DWP
3254
Destiny Wealth Partners
Florida
$223K -$14.7K -28 -6%
HWA
3255
Heritage Wealth Advisors
Virginia
$222K -$59M -112,659 -100%
HIS
3256
Harvest Investment Services
Illinois
$222K -$51.9K -99 -19%
FOR
3257
Family Office Research
Maryland
$221K -$7.86K -15 -3%
HIMS
3258
Hager Investment Management Services
New Hampshire
$221K -$21K -40 -9%
LSWP
3259
Liberty Square Wealth Partners
Pennsylvania
$221K
PIFP
3260
Partners in Financial Planning
Virginia
$220K
LWM
3261
Lakeridge Wealth Management
Ohio
$220K +$12K +23 +6%
HWA
3262
Heritage Wealth Architects
Minnesota
$220K +$220K +420 New
BBA
3263
BLB&B Advisors
Pennsylvania
$219K -$14.7K -28 -6%
FFS
3264
Fortress Financial Solutions
Arizona
$219K +$219K +418 New
LC
3265
Luminist Capital
Michigan
$219K +$1.05K +2 +0.5%
BFM
3266
Boothbay Fund Management
New York
$219K -$4.56M -8,711 -95%
ACP
3267
Argyle Capital Partners
California
$218K -$5.24K -10 -2%
SFG
3268
Synergy Financial Group
California
$218K -$10.5K -20 -5%
WPA
3269
Wealth Preservation Advisors
Tennessee
$218K +$218K +416 New
MFA
3270
McClarren Financial Advisors
Pennsylvania
$217K +$565 +4 +0.3%
TWM
3271
TriaGen Wealth Management
California
$217K -$7.33K -14 -3%
AWA
3272
Acorn Wealth Advisors
Michigan
$217K +$7.86K +15 +4%
CCM
3273
Chiron Capital Management
Florida
$216K +$524 +1 +0.2%
LRWA
3274
Long Run Wealth Advisors
New York
$216K +$216K +413 New
VFPW
3275
Vantage Financial Partners (Wisconsin)
Wisconsin
$215K -$14.2K -27 -6%