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UnitedHealth

3,554 hedge funds and large institutions have $417B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 1,386 increasing their positions, 1,638 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,554
Holders Change
-76
Holders Change %
-2.09%
% 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
209
Increased
1,386
Reduced
1,638
Closed
215
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
WR
3726
WD Rutherford
Oregon
-$238K -470 Closed
MA
3727
MBA Advisors
Pennsylvania
-$230K -454 Closed
SGAM
3728
Smith Group Asset Management
Texas
-$228K -450 Closed
DBRC
3729
D.B. Root & Company
Pennsylvania
-$226K -447 Closed
EWA
3730
ERTS Wealth Advisors
Michigan
-$223K -441 Closed
PF
3731
Prosperitas Financial
California
-$223K -440 Closed
S
3732
SharpePoint
Arizona
-$223K -440 Closed
Harris Associates
3733
Harris Associates
Illinois
-$221K -436 Closed
SCA
3734
Southern Capital Advisors
Tennessee
-$218K -430 Closed
LIA
3735
LifePlan Investment Advisors
North Carolina
-$217K -428 Closed
EAM
3736
Eschler Asset Management
United Kingdom
-$215K -425 Closed
HCWM
3737
Hidden Cove Wealth Management
Washington
-$214K -423 Closed
HCP
3738
Hamilton Capital Partners
Georgia
-$211K -417 Closed
RFN
3739
Redwood Financial Network
Ohio
-$208K -412 Closed
REMPR
3740
Roof Eidam Maycock Peralta (REMP)
California
-$205K -405 Closed
OKSA
3741
O'Keefe Stevens Advisory
New York
-$202K -400 Closed
DCBT
3742
Dakota Community Bank & Trust
North Dakota
-$201K -398 Closed
FA
3743
Fedenia Advisers
Wisconsin
-$200K -395 Closed
MB
3744
Mizuho Bank
Japan
-$157K -310 Closed
PP
3745
Pingora Partners
Wyoming
-$157K -310 Closed
HI
3746
Human Investing
Oregon
-$138K -273 Closed
CFG
3747
CKW Financial Group
Hawaii
-$101K -200 Closed
WWA
3748
Wingate Wealth Advisors
Massachusetts
-$79.4K -157 Closed
LFA
3749
LGT Financial Advisors
Texas
-$63.2K -125 Closed
FIA
3750
FPC Investment Advisory
California
-$57.5K -106 Closed