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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 %
GAM
1301
Gotham Asset Management
New York
$3.97M -$5.84M -11,156 -60%
SRC
1302
Shufro Rose & Co
New York
$3.97M -$52.9K -101 -1%
FCP
1303
Fidelis Capital Partners
Florida
$3.96M -$204K -487 -5%
SG
1304
StoneX Group
New York
$3.96M -$208K -398 -5%
RSWM
1305
Robertson Stephens Wealth Management
California
$3.95M -$197K -377 -5%
SBFM
1306
S-Bank Fund Management
Finland
$3.93M +$3.93M +7,500 New
HW
1307
Hancock Whitney
Mississippi
$3.93M -$576K -1,099 -13%
ECM
1308
Elgethun Capital Management
South Dakota
$3.92M +$211K +403 +6%
BDS
1309
Banco de Sabadell
Florida
$3.91M +$242K +461 +7%
GWANC
1310
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.91M +$99K +189 +3%
RAM
1311
Roanoke Asset Management
New Jersey
$3.91M
RMAM
1312
Raab & Moskowitz Asset Management
New Jersey
$3.91M -$140K -267 -3%
CS
1313
Cannell & Spears
New York
$3.88M -$436K -832 -10%
DWM
1314
Diversify Wealth Management
Utah
$3.88M -$1.1M -2,685 -22%
PWAM
1315
Private Wealth Asset Management
Iowa
$3.87M +$3.87M +7,398 New
CAM
1316
Centre Asset Management
New York
$3.84M +$3.84M +7,327 New
SIAG
1317
Signet Investment Advisory Group
Rhode Island
$3.81M +$346K +660 +10%
OIA
1318
Optimum Investment Advisors
Illinois
$3.81M -$266K -507 -7%
AFG
1319
Atomi Financial Group
New York
$3.81M +$13.1K +25 +0.3%
SIM
1320
Studio Investment Management
Illinois
$3.8M +$23K +44 +0.6%
MLFP
1321
MPS Loria Financial Planners
Illinois
$3.8M +$14.1K +27 +0.4%
VA
1322
Valmark Advisers
Ohio
$3.79M -$96.9K -185 -2%
CWMK
1323
Caliber Wealth Management (Kansas)
Kansas
$3.78M +$3.78M +7,212 New
AC
1324
Avestar Capital
New York
$3.77M -$55.5K -106 -1%
FHA
1325
Flagship Harbor Advisors
Massachusetts
$3.76M +$25.1K +48 +0.7%