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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 %
FB
1151
Fulton Bank
Pennsylvania
$5.35M -$312K -595 -5%
MIA
1152
MMBG Investment Advisors
Florida
$5.35M +$642K +1,225 +14%
TFS
1153
Thoroughbred Financial Services
Tennessee
$5.35M -$1.03M -1,970 -16%
CWM
1154
Connecticut Wealth Management
Connecticut
$5.35M -$114K -218 -2%
BCM
1155
Bretton Capital Management
California
$5.34M +$210K +400 +4%
HIC
1156
Holderness Investments Company
North Carolina
$5.34M +$61.8K +118 +1%
GM
1157
GeoWealth Management
Illinois
$5.33M -$697K -1,330 -12%
FA
1158
Fiduciary Alliance
South Carolina
$5.33M +$146K +279 +3%
1IA
1159
1834 Investment Advisors
Wisconsin
$5.32M -$307K -586 -5%
RRA
1160
Round Rock Advisors
Connecticut
$5.31M -$36.1K -69 -0.7%
CAM
1161
Cypress Asset Management
Texas
$5.29M -$32.5K -62 -0.6%
ZI
1162
ZEGA Investments
Florida
$5.27M +$4.71K +9 +0.1%
CA
1163
Claro Advisors
Massachusetts
$5.27M +$895K +1,708 +20%
VDBMI
1164
Van Den Berg Management I
Texas
$5.26M +$273K +522 +5%
FL
1165
FreeGulliver LLC
Louisiana
$5.25M +$6.81K +13 +0.1%
BONH
1166
Bank of New Hampshire
New Hampshire
$5.24M -$57.1K -109 -1%
SAG
1167
SageView Advisory Group
California
$5.23M -$267K -509 -5%
EA
1168
Eclectic Associates
California
$5.2M +$68.6K +131 +1%
TCA
1169
Trifecta Capital Advisors
Illinois
$5.17M -$31.9K -61 -0.6%
KJHP
1170
K.J. Harrison & Partners
Ontario, Canada
$5.17M +$4.2M +8,020 +432%
ARG
1171
Advisory Resource Group
Oklahoma
$5.15M +$4.92M +9,400 +2,136%
CT
1172
Coastline Trust
Rhode Island
$5.12M -$666K -1,271 -12%
WCM
1173
Weik Capital Management
Pennsylvania
$5.07M -$42.4K -81 -0.8%
TCCM
1174
Timber Creek Capital Management
Massachusetts
$5.06M -$1.35M -2,577 -21%
HCM
1175
Hodges Capital Management
Texas
$5.04M +$5.04M +400 New