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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 %
GRA
3301
Golden Road Advisors
Florida
$206K +$206K +393 New
LGW
3302
Leslie Global Wealth
Illinois
$206K +$206K +393 New
FIG
3303
FSA Investment Group
Florida
$205K +$205K +392 New
MCM
3304
Mengis Capital Management
Oregon
$205K +$205K +392 New
BCM
3305
BluePath Capital Management
Georgia
$205K -$78.6K -150 -28%
PCMF
3306
Private Capital Management (Florida)
Florida
$205K -$40.9K -78 -17%
MCM
3307
Morton Capital Management
California
$204K +$204K +390 New
RAM
3308
Redmond Asset Management
Virginia
$204K +$204K +390 New
BFA
3309
Beacon Financial Advisory
Ohio
$204K +$204K +390 New
WWA
3310
Wealth Watch Advisors
Colorado
$204K -$61.1K -116 -23%
SIA
3311
SeaBridge Investment Advisors
New Jersey
$204K +$204K +389 New
BWM
3312
BankPlus Wealth Management
Mississippi
$204K -$3.66K -7 -2%
1WM
3313
1900 Wealth Management
Texas
$203K +$203K +388 New
ACC
3314
Acorn Creek Capital
Colorado
$203K -$81.7K -156 -29%
MPPLM
3315
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203K +$203K +388 New
NLP
3316
Next Level Private
New York
$203K +$203K +387 New
VC
3317
Veery Capital
Delaware
$203K -$231K -442 -53%
AWM
3318
Activest Wealth Management
Florida
$203K +$105K +200 +107%
CP
3319
Capital Planning
Washington
$202K -$55K -105 -21%
CA
3320
Cannon Advisors
North Carolina
$202K -$11.5K -22 -5%
PCFFS
3321
Pacific Center for Financial Services
California
$202K -$5.24K -10 -3%
BBPWM
3322
Blue Bell Private Wealth Management
Pennsylvania
$202K +$42.4K +81 +27%
GAA
3323
Guardian Asset Advisors
Pennsylvania
$201K +$201K +384 New
HC
3324
Hara Capital
Washington
$201K -$194K -370 -49%
KL
3325
KWMG LLC
Kansas
$201K -$16.8K -32 -8%