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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 %
WCM
3526
Westend Capital Management
California
$9.95K
SA
3527
SRH Advisors
Kansas
$9.43K
LIM
3528
Longfellow Investment Management
Massachusetts
$9.43K
GIM
3529
Gold Investment Management
Alberta, Canada
$9.43K +$5.24K +10 +125%
GAG
3530
Goodman Advisory Group
Massachusetts
$9.43K +$9.43K +18 New
BGC
3531
Beutel, Goodman & Co
Ontario, Canada
$9K +$9K +18 New
FWA
3532
Flagship Wealth Advisors
Massachusetts
$8.9K
PS
3533
PayPay Securities
Japan
$8.88K -$4.99K -9 -36%
PP
3534
Pacifica Partners
Canada
$8.65K +$3.78K +7 +78%
SC
3535
Stephens Consulting
Michigan
$8.38K -$2.1K -4 -20%
CMBA
3536
C.M. Bidwell & Associates
Hawaii
$8.38K
TVWM
3537
Tower View Wealth Management
Wisconsin
$8.26K -$2.58K -5 -24%
MBFW
3538
Morton Brown Family Wealth
Pennsylvania
$7.33K +$7.33K +14 New
MAS
3539
MPWM Advisory Solutions
Georgia
$6.29K
PWM
3540
Parkworth Wealth Management
California
$5.76K
BCPWM
3541
Bradley & Co Private Wealth Management
Florida
$5.24K
MHIP
3542
Mountain Hill Investment Partners
New Jersey
$5.24K
BFS
3543
Burkett Financial Services
South Carolina
$4.73K
CWA
3544
Carolina Wealth Advisors
South Carolina
$4.19K
CWM
3545
Crowley Wealth Management
Delaware
$3.67K +$1.05K +2 +40%
UIC
3546
Uniplan Investment Counsel
Wisconsin
$3.23K +$3.23K +6 New
CWM
3547
Cedar Wealth Management
California
$3.14K
HIA
3548
HFM Investment Advisors
New Jersey
$2.62K +$2.62K +5 New
BGWM
3549
Bridge Generations Wealth Management
Florida
$2.1K +$2.1K +4 New
BMC
3550
Bear Mountain Capital
Washington
$2.08K +$2.08K +5 New