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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 %
FRA
3451
Front Row Advisors
California
$50.3K
W
3452
WealthCollab
Washington
$49.8K +$3.14K +6 +7%
GIS
3453
Grayhawk Investment Strategies
Alberta, Canada
$49.2K
KTC
3454
Kentucky Trust Company
Kentucky
$48.7K +$28.3K +54 +138%
QL
3455
Quarry LP
New York
$47.7K -$36.1K -69 -43%
CSC
3456
Cove Street Capital
California
$47.1K
GWSA
3457
Global Wealth Strategies & Associates
Colorado
$47.1K +$10.5K +20 +29%
GG
3458
Gleason Group
Kentucky
$47.1K
BA
3459
Bellwether Advisors
Nebraska
$46.6K -$21K -40 -31%
RWM
3460
Ruedi Wealth Management
Illinois
$45.8K
IMC
3461
Investment Management Corporation
Virginia
$45.7K -$526 -1 -1%
CWM
3462
Cranbrook Wealth Management
Michigan
$45.6K +$7.33K +14 +19%
OBWP
3463
O'Brien Wealth Partners
Massachusetts
$45.6K +$19.4K +37 +74%
LWMI
3464
Legacy Wealth Management (Idaho)
Idaho
$44K
CWM
3465
Copia Wealth Management
Oregon
$43.5K
CIR
3466
Clear Investment Research
Georgia
$43K
RTL
3467
Red Tortoise LLC
Georgia
$42.4K -$7.33K -14 -15%
CWM
3468
Compass Wealth Management
Connecticut
$41.9K -$36.7K -70 -47%
PFA
3469
Pillar Financial Advisors
Kentucky
$41.9K
IWP
3470
IAG Wealth Partners
Wisconsin
$41.9K +$41.9K +80 New
EA
3471
Evolution Advisers
Virginia
$39K -$1.04K -2 -3%
CWM
3472
CarsonAllaria Wealth Management
Illinois
$38K
KFP
3473
Keener Financial Planning
Texas
$38K -$156K -300 -80%
SR
3474
Syntax Research
Florida
$35.1K -$2.1K -4 -6%
FCG
3475
Financial Connections Group
California
$35K -$30.3K -58 -46%