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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 %
WA
1326
Wambolt & Associates
Colorado
$3.76M -$20.9K -40 -0.6%
FWP
1327
FAS Wealth Partners
Kansas
$3.74M +$49.8K +95 +1%
CM
1328
Columbus Macro
Pennsylvania
$3.74M -$543K -1,036 -13%
WCM
1329
Whitener Capital Management
North Carolina
$3.74M +$654K +1,248 +21%
WG
1330
Winton Group
United Kingdom
$3.73M +$2.68M +5,112 +254%
RHIG
1331
R.H. Investment Group
Arizona
$3.73M +$123K +234 +3%
PWAM
1332
Pinnacle West Asset Management
Wyoming
$3.73M +$5.24K +10 +0.1%
DBG
1333
De Burlo Group
Massachusetts
$3.72M -$306K -585 -8%
PWM
1334
Palumbo Wealth Management
New York
$3.71M +$830K +1,584 +29%
SAMC
1335
Spectrum Asset Management (California)
California
$3.7M +$402K +767 +12%
SFG
1336
Snider Financial Group
Washington
$3.69M +$248K +473 +7%
DCM
1337
Delta Capital Management
New Jersey
$3.67M -$128K -245 -3%
CSP
1338
Cary Street Partners
Virginia
$3.66M -$8.22M -15,692 -69%
MWM
1339
Modern Wealth Management
Kansas
$3.66M +$118K +226 +3%
SW
1340
Solidarity Wealth
Utah
$3.66M -$292K -558 -7%
TE
1341
Tema ETFs
New York
$3.66M +$3.66M +6,987 New
ST
1342
Somerset Trust
Pennsylvania
$3.66M +$215K +410 +6%
CAAS
1343
Capital Asset Advisory Services
Michigan
$3.66M -$187K -357 -5%
CCM
1344
Condor Capital Management
New Jersey
$3.65M -$57.6K -110 -2%
CB
1345
Community Bank
New York
$3.64M -$57.6K -110 -2%
RA
1346
RiverPark Advisors
New York
$3.64M -$52.4K -100 -1%
B
1347
Bensler
Washington
$3.64M +$11.5K +22 +0.3%
OPW
1348
Osprey Private Wealth
New York
$3.62M +$649K +1,240 +22%
HCM
1349
Howard Capital Management
Georgia
$3.6M -$555K -1,059 -13%
STB
1350
S&T Bank
Pennsylvania
$3.58M -$62.3K -119 -2%