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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 %
TWD
3401
True Wealth Design
Ohio
$98K +$23.6K +45 +32%
RWS
3402
Retirement Wealth Solutions
Wisconsin
$97.4K +$34.6K +66 +55%
WAG
3403
Wiser Advisor Group
Arizona
$94.8K +$524 +1 +0.6%
DWS
3404
Dynamic Wealth Strategies
California
$92.2K +$92.2K +176 New
BHWM
3405
Beaird Harris Wealth Management
Texas
$91.7K
BHWM
3406
Bay Harbor Wealth Management
Maryland
$90.1K +$5.24K +10 +6%
CMP
3407
Coston McIsaac & Partners
Maine
$89K
VWA
3408
Valued Wealth Advisors
Utah
$87.8K -$10.5K -20 -11%
EPW
3409
Evergreen Private Wealth
Colorado
$86.9K
MSWA
3410
Marshall & Sterling Wealth Advisors
New York
$86.6K +$59.3K +113 +217%
FNWA
3411
Financial Network Wealth Advisors
Utah
$86.4K +$29.9K +57 +53%
VWM
3412
Vermillion Wealth Management
Minnesota
$85.6K -$7.87K -15 -8%
SO
3413
Sierra Ocean
California
$82K -$69.9K -133 -46%
ACM
3414
Aster Capital Management
United Arab Emirates
$81.7K +$53.7K +113 +192%
1M
3415
1248 Management
Missouri
$80.7K -$1.5M -2,865 -95%
YAL
3416
Your Advocates Ltd
Texas
$78.6K
HC
3417
Hoese & Co
Minnesota
$78.6K
SAS
3418
Spurstone Advisory Services
Connecticut
$78.6K +$78.6K +150 New
CPA
3419
Compass Planning Associates
Massachusetts
$77.3K +$523 +1 +0.7%
CCMI
3420
Creative Capital Management Investments
California
$76.5K
RBC
3421
Roble Belko & Company
Pennsylvania
$76K
DFA
3422
DHJJ Financial Advisors
Illinois
$74.8K +$9.42K +18 +14%
NMG
3423
New Millennium Group
Utah
$73.5K -$5.25K -10 -7%
OCM
3424
Orion Capital Management
California
$72.8K -$272K -520 -79%
BI
3425
Binnacle Investments
Iowa
$70.2K +$70.2K +134 New