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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 %
PPWP
1401
Proquility Private Wealth Partners
Nevada
$3.29M +$1.24M +2,360 +60%
VBCG
1402
Valley Brook Capital Group
Pennsylvania
$3.29M -$427K -816 -12%
MSAM
1403
Moloney Securities Asset Management
Missouri
$3.29M -$2.42M -4,623 -42%
HI
1404
Harbour Investments
Wisconsin
$3.28M -$281K -537 -8%
GBT
1405
Grove Bank & Trust
Florida
$3.25M +$63.9K +122 +2%
NP
1406
Nilsine Partners
Colorado
$3.23M -$361K -689 -10%
MMA
1407
Miracle Mile Advisors
California
$3.23M -$182K -347 -5%
CCWM
1408
Cassaday & Co Wealth Management
Virginia
$3.22M -$238K -454 -7%
KP
1409
Keel Point
Alabama
$3.22M +$49.2K +94 +2%
BFPW
1410
BOK Financial Private Wealth
Colorado
$3.2M -$192K -367 -6%
PFBT
1411
Parkside Financial Bank & Trust
Missouri
$3.2M +$73.8K +141 +2%
CWS
1412
Confluence Wealth Services
Pennsylvania
$3.2M +$262K +612 +9%
PGWM
1413
Parisi Gray Wealth Management
New Jersey
$3.2M +$22K +42 +0.7%
SAM
1414
Secure Asset Management
Michigan
$3.19M +$754K +1,439 +31%
PA
1415
Paragon Advisors
Texas
$3.19M +$142K +272 +5%
DCM
1416
Davidson Capital Management
Texas
$3.18M +$105K +201 +3%
NFC
1417
Northeast Financial Consultants
Connecticut
$3.18M -$2.37M -4,533 -43%
WP
1418
Wedgewood Partners
Missouri
$3.17M -$13.9M -45,082 -81%
PWG
1419
Portside Wealth Group
Utah
$3.16M -$267K -509 -8%
JSW
1420
Journey Strategic Wealth
New Jersey
$3.16M +$454K +867 +17%
NG
1421
Norden Group
Utah
$3.16M -$513K -979 -14%
FA
1422
Fagan Associates
New York
$3.15M +$86.4K +165 +3%
BAAM
1423
Baker Avenue Asset Management
California
$3.14M +$2.36M +4,513 +305%
BB
1424
Berkshire Bank
Massachusetts
$3.13M -$379K -723 -11%
AWP
1425
Ascent Wealth Partners
New York
$3.13M -$7.08M -13,510 -69%