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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 %
IA
3501
IFS Advisors
Kansas
$17.6K
CFP
3502
Comprehensive Financial Planning
Pennsylvania
$16.3K
CFS
3503
Compass Financial Services
Iowa
$16.2K
AWM
3504
Avondale Wealth Management
Texas
$15.7K
RJA
3505
Ross\Johnson & Associates
Minnesota
$15.7K +$9.43K +18 +150%
CCM
3506
CAAS Capital Management
New York
$15.7K +$15.7K +30 New
MIM
3507
Marshall Investment Management
Colorado
$15.6K -$10.9K -21 -41%
CW
3508
Curio Wealth
Maryland
$15K +$15K +1 New
WW
3509
Winnow Wealth
Texas
$14.9K +$4.61K +9 +45%
FPF
3510
First Pacific Financial
Washington
$14.1K -$1.04M -1,991 -99%
PPWM
3511
PFG Private Wealth Management
Florida
$14.1K +$9.43K +18 +200%
CJH
3512
Christopher J. Hasenberg
Wisconsin
$14.1K +$5.23K +10 +59%
JFG
3513
JDM Financial Group
Texas
$13.6K
NI
3514
NCP Inc
California
$13.5K
MDA
3515
Minot DeBlois Advisors
Massachusetts
$13.1K -$39.3K -75 -75%
ACM
3516
Anfield Capital Management
California
$13.1K
ATC
3517
Advantage Trust Company
Kansas
$13.1K
PIS
3518
POM Investment Strategies
North Carolina
$12.6K -$8.38K -16 -40%
TLA
3519
Tanglewood Legacy Advisors
Texas
$11.5K -$52.4K -100 -82%
ETS
3520
ESL Trust Services
New York
$11.5K
EWA
3521
EQ Wealth Advisors
Texas
$11.5K +$11.5K +22 New
VBA
3522
von Borstel & Associates
Oregon
$11K +$11K +22 New
RA
3523
Resolute Advisors
California
$10.5K -$208K -398 -95%
1NWS
3524
1 North Wealth Services
Maryland
$10.5K +$10.5K +20 New
CF
3525
Collier Financial
Colorado
$10K