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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 %
RCA
3426
Runnymede Capital Advisors
Ohio
$68.6K -$3.67K -7 -5%
GWM
3427
Guardian Wealth Management
Illinois
$68.4K
WFG
3428
Wormser Freres Gestion
France
$66.2K -$93.7K -181 -59%
JEST
3429
JTC Employer Solutions Trustee
Jersey
$66K
PPA
3430
Painted Porch Advisors
California
$65.5K -$3.67K -7 -5%
FDW
3431
Fourth Dimension Wealth
Ohio
$65.5K
HFS
3432
Hughes Financial Services
Virginia
$64.3K +$64.3K +123 New
BAM
3433
Bellevue Asset Management
Washington
$63.9K
RI
3434
Ridgewood Investments
New Jersey
$63.1K
RWM
3435
Rialto Wealth Management
New York
$62.9K -$84.3K -161 -57%
WTFG
3436
Wood Tarver Financial Group
Idaho
$62.9K -$13.1K -25 -17%
FGAM
3437
Financial Gravity Asset Management
Texas
$62.9K +$62.9K +120 New
KB
3438
Kimelman & Baird
New York
$61.2K -$490K -936 -89%
RPA
3439
Redwood Park Advisors
California
$60.8K +$1.57K +3 +3%
AFS
3440
Anderson Financial Strategies
Ohio
$60.7K +$60.7K +116 New
TC
3441
Tacita Capital
Ontario, Canada
$58.7K
VWA
3442
VSM Wealth Advisory
Maryland
$58.1K
1L
3443
10Elms LLP
Oklahoma
$54.5K
SC
3444
Solstein Capital
California
$54.5K
HHGA
3445
Halbert Hargrove Global Advisors
California
$54.4K +$9.41K +18 +21%
DF
3446
DecisionPoint Financial
Arizona
$53.4K
CCM
3447
Cloud Capital Management
Washington
$53K +$53K +102 New
NWM
3448
Nova Wealth Management
Florida
$52.9K +$40.9K +78 +339%
HWM
3449
Horizons Wealth Management
North Carolina
$52.4K
LWA
3450
Lowe Wealth Advisors
Maryland
$51.2K -$18.8K -36 -27%