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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 %
CG
3351
Curat Global
New Hampshire
$168K +$168K +320 New
TCM
3352
TruNorth Capital Management
Michigan
$167K +$96.4K +184 +137%
AP
3353
Aspect Partners
Virginia
$165K -$8.38K -16 -5%
Q1WB
3354
Quest 10 Wealth Builders
Virginia
$160K +$523 +1 +0.3%
AEPWM
3355
Atlantic Edge Private Wealth Management
Florida
$160K +$13.1K +25 +9%
NWMP
3356
Noble Wealth Management PBC
Colorado
$158K -$2.1K -4 -1%
WPWM
3357
Western Pacific Wealth Management
Illinois
$157K -$315K -602 -67%
MAM
3358
Marquette Asset Management
Minnesota
$155K -$1.57K -3 -1%
WSC
3359
Wellington Shields & Co
New York
$155K +$28.3K +54 +22%
BCM
3360
Blume Capital Management
California
$152K +$8.38K +16 +6%
FWP
3361
Fiduciary Wealth Partners
Massachusetts
$151K +$151K +288 New
HBT
3362
Hills Bank & Trust
Iowa
$146K +$2.62K +5 +2%
FWM
3363
FSA Wealth Management
Massachusetts
$145K +$1.05K +2 +0.7%
PCM
3364
Palouse Capital Management
Washington
$143K -$358K -685 -71%
TCM
3365
TD Capital Management
Tennessee
$141K +$524 +1 +0.4%
BWAM
3366
Boyd Watterson Asset Management
Ohio
$140K -$26.7K -51 -16%
AWM
3367
Abound Wealth Management
Tennessee
$139K -$523 -1 -0.4%
SAM
3368
Sherman Asset Management
California
$136K -$95.3K -182 -41%
NC
3369
NewSquare Capital
Pennsylvania
$136K +$109K +209 +418%
WAM
3370
WFA Asset Management
Wisconsin
$131K +$38.6K +78 +42%
MAFA
3371
MJT & Associates Financial Advisory
Minnesota
$131K +$131K +250 New
TCM
3372
Tradewinds Capital Management
Washington
$128K -$1.05K -2 -0.8%
DPW
3373
DiNuzzo Private Wealth
Pennsylvania
$128K +$1.57K +3 +1%
FLP
3374
Financial Life Planners
Arizona
$127K -$11K -21 -8%
PGAM
3375
Princeton Global Asset Management
New Jersey
$126K -$12.1M -23,110 -99%