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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 %
LIM
976
Leavell Investment Management
Alabama
$8M -$1.35M -2,568 -14%
FMC
977
First Merchants Corp
Indiana
$7.98M -$10.1M -19,299 -56%
FRA
978
Frank Rimerman Advisors
California
$7.95M -$883K -1,686 -10%
S
979
SimplyRich
California
$7.94M
SWP
980
Stratos Wealth Partners
Ohio
$7.94M -$2.59M -4,951 -25%
JFG
981
Jefferies Financial Group
New York
$7.92M -$63.9M -122,090 -89%
TPA
982
Trivium Point Advisory
Connecticut
$7.89M -$440K -840 -5%
SPC
983
Sigma Planning Corp
Michigan
$7.88M +$239K +457 +3%
P
984
Pitcairn
Pennsylvania
$7.88M -$470K -897 -6%
RMC
985
Resources Management Corp
Connecticut
$7.87M +$127K +243 +2%
IWA
986
Icon Wealth Advisors
Texas
$7.83M -$732K -1,397 -9%
HNW
987
High Note Wealth
Minnesota
$7.77M -$4.04M -7,705 -34%
ECM
988
Estabrook Capital Management
New York
$7.77M -$207K -396 -3%
BCM
989
BTC Capital Management
Iowa
$7.76M -$230K -439 -3%
AF
990
Alerus Financial
North Dakota
$7.76M -$149K -284 -2%
ANTB
991
AMG National Trust Bank
Colorado
$7.74M -$80.7K -154 -1%
FTWA
992
Fifth Third Wealth Advisors
Ohio
$7.74M +$698K +1,332 +10%
TCM
993
Telos Capital Management
California
$7.74M +$241K +460 +3%
CICC
994
Capital Investment Counsel (Colorado)
Colorado
$7.73M +$145K +277 +2%
SWK
995
Stephen W. Kidder
$7.72M +$14.1K +27 +0.2%
CF
996
Centaurus Financial
California
$7.71M +$235K +449 +3%
MSWM
997
Mader & Shannon Wealth Management
Missouri
$7.7M +$859K +1,640 +13%
BCM
998
Buckhead Capital Management
Georgia
$7.68M +$195K +372 +3%
GIA
999
Gladstone Institutional Advisory
Florida
$7.68M +$419K +800 +6%
ACS
1000
Archford Capital Strategies
Illinois
$7.63M +$2.95M +5,625 +63%