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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 %
PCWA
3751
Pacific Capital Wealth Advisors
California
-$52.1K -103 Closed
BTC
3752
Bank & Trust Company
Illinois
-$48.6K -96 Closed
KI
3753
Kapitalo Investimentos
Brazil
-$41K -81 Closed
TCG
3754
Transcendent Capital Group
Oklahoma
-$40K -79 Closed
XC
3755
XY Capital
Hong Kong
-$35.4K -70 Closed
LFASL
3756
Lugano Financial Advisors SA (LFA)
Switzerland
-$28.8K -57 Closed
LFA
3757
Legend Financial Advisors
Pennsylvania
-$25.8K -51 Closed
PFT
3758
Providence First Trust
Arizona
-$23.8K -47 Closed
RF
3759
Robbins Farley
New Hampshire
-$20.2K -40 Closed
CIM
3760
Contravisory Investment Management
Massachusetts
-$16.7K -33 Closed
CF
3761
Conquis Financial
California
-$14.2K -28 Closed
DP
3762
Denver PWM
Colorado
-$13.7K -27 Closed
FWM
3763
FLP Wealth Management
Arkansas
-$8.52K -17 Closed
DMIC
3764
Dixon Mitchell Investment Counsel
British Columbia, Canada
-$7.59K -15 Closed
SIS
3765
Strategic Investment Solutions
Illinois
-$5.06K -10 Closed
TCM
3766
Tributary Capital Management
Nebraska
-$4.55K -9 Closed
SC
3767
Stance Capital
Massachusetts
-$3.04K -6 Closed
SMAM
3768
Sugar Maple Asset Management
Wisconsin
-$2.53K -5 Closed
FS
3769
Financially Speaking
Colorado
-$2.02K -4 Closed
MRP
3770
Measured Risk Portfolios
California
-$1.52K -3 Closed
LOIP
3771
Live Oak Investment Partners
Texas
-$9.61K