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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 %
EMC
3326
Everest Management Corp
California
$201K +$201K +383 New
SMG
3327
Smart Money Group
Texas
$200K +$200K +383 New
FGWP
3328
Founders Grove Wealth Partners
Virginia
$200K +$200K +382 New
IA
3329
IFG Advisors
Missouri
$200K +$200K +382 New
T
3330
Transce3nd
Texas
$200K -$79.1K -151 -28%
DF
3331
Dunhill Financial
United Kingdom
$197K -$123K -236 -39%
TIM
3332
Tortoise Investment Management
New York
$196K -$148K -282 -43%
FCT
3333
First Community Trust
Iowa
$195K
AWM
3334
Atticus Wealth Management
Florida
$190K -$204K -389 -52%
SCB
3335
Saudi Central Bank
Saudi Arabia
$190K +$190K +362 New
AF
3336
Abound Financial
California
$186K +$186K +356 New
FWA
3337
FSC Wealth Advisors
New York
$184K
IIL
3338
Insight Inv LLC
California
$183K +$181K +20,001 +6,601%
FCMT
3339
Founders Capital Management (Texas)
Texas
$183K -$13.6K -26 -7%
IWM
3340
IMG Wealth Management
Florida
$183K
PS
3341
Pinney & Scofield
Massachusetts
$181K -$7.33K -14 -4%
ABWM
3342
Alpine Bank Wealth Management
Colorado
$181K +$181K +345 New
FMTCOCP
3343
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$180K -$850K -1,625 -83%
HWM
3344
HighMark Wealth Management
Minnesota
$178K +$7.81K +15 +5%
PWMG
3345
Private Wealth Management Group
New Jersey
$173K -$9.43K -18 -5%
ME
3346
McIlrath & Eck
Washington
$173K -$5.76K -11 -3%
FA
3347
Financial Avengers
California
$171K -$38.8K -74 -19%
SFO
3348
Standard Family Office
South Dakota
$170K -$127K -243 -43%
BDPWM
3349
Barnes Dennig Private Wealth Management
Ohio
$169K +$169K +323 New
SHIM
3350
Stone House Investment Management
Pennsylvania
$169K +$169K +322 New