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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 %
CWG
1001
Cornerstone Wealth Group
North Carolina
$7.61M +$1.21M +2,305 +19%
BFIC
1002
Bedell Frazier Investment Counselling
California
$7.6M -$635K -1,212 -8%
MC
1003
Montag & Caldwell
Georgia
$7.58M -$342K -653 -4%
BI
1004
Ballast Inc
Kentucky
$7.57M +$108K +207 +1%
CA
1005
Cullinan Associates
Kentucky
$7.54M -$2.15M -4,110 -22%
FTF
1006
Freedom Together Foundation
New York
$7.52M
SC
1007
Syon Capital
California
$7.51M +$727K +1,388 +11%
ST
1008
Spinnaker Trust
Maine
$7.49M +$70.2K +134 +0.9%
BFG
1009
Berger Financial Group
Minnesota
$7.48M -$5.41M -10,334 -42%
Temasek Holdings
1010
Temasek Holdings
Singapore
$7.41M
TW
1011
TritonPoint Wealth
Maryland
$7.39M -$113K -215 -2%
WANY
1012
Wealthspire Advisors (New York)
New York
$7.39M +$68.1K +130 +0.9%
LCM
1013
Liberty Capital Management
Michigan
$7.36M +$524 +1 +0%
OCM
1014
Olstein Capital Management
New York
$7.33M -$629K -1,200 -8%
IEFM
1015
IQ EQ Fund Management
Ireland
$7.32M -$102K -194 -1%
CFSG
1016
Community Financial Services Group
Vermont
$7.29M +$512K +978 +8%
PIMJS
1017
PKO Investment Management Joint-Stock
Poland
$7.27M +$943K +1,800 +15%
VFA
1018
Valeo Financial Advisors
Indiana
$7.27M -$55K -105 -0.8%
CBTWT
1019
Community Bank & Trust (Waco, Texas)
Texas
$7.26M -$56K -107 -0.8%
TAP
1020
Tounjian Advisory Partners
Florida
$7.26M +$7.26M +17,998 New
CWM
1021
CMH Wealth Management
New Hampshire
$7.25M +$126K +240 +2%
ET
1022
Equitable Trust
Tennessee
$7.25M +$1.18M +2,260 +19%
WPC
1023
Wedmont Private Capital
Pennsylvania
$7.25M -$411K -685 -5%
JWCA
1024
J.W. Cole Advisors
Florida
$7.24M +$953K +1,820 +15%
CBT
1025
Central Bank & Trust
Kentucky
$7.22M -$351K -671 -5%