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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
48.28%
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 %
SPFA
1476
Summit Place Financial Advisors
New Jersey
$2.9M +$197K +377 +7%
CTC
1477
Cetera Trust Company
Minnesota
$2.89M +$52.4K +100 +2%
RGF
1478
Retirement Guys Formula
Ohio
$2.89M +$742K +1,417 +35%
I
1479
INVST
Indiana
$2.88M +$2.15M +4,102 +295%
VSQM
1480
V-Square Quantitative Management
Illinois
$2.87M -$150K -286 -5%
SFS
1481
Strategic Financial Services
New York
$2.86M -$30.9K -59 -1%
CWP
1482
Concord Wealth Partners
Virginia
$2.85M -$1.11M -2,112 -28%
ST
1483
Smithfield Trust
Pennsylvania
$2.85M +$27.8K +53 +1%
EWM
1484
Elmwood Wealth Management
California
$2.84M -$91.7K -175 -3%
CAM
1485
Cidel Asset Management
Ontario, Canada
$2.82M +$199K +380 +8%
VIA
1486
Victrix Investment Advisors
Florida
$2.82M +$131K +259 +5%
RCM
1487
RB Capital Management
Nevada
$2.82M -$17.3K -33 -0.6%
MWM
1488
MOKAN Wealth Management
Kansas
$2.81M +$414K +790 +17%
CAG
1489
Crestwood Advisors Group
Massachusetts
$2.81M +$634K +1,210 +29%
SC
1490
Shay Capital
New York
$2.8M +$2.02M +3,853 +257%
MLL
1491
Moody Lynn & Lieberson
Massachusetts
$2.8M -$563K -1,075 -17%
RA
1492
Rockingstone Advisors
Massachusetts
$2.79M +$1.42M +2,718 +104%
HIM
1493
Harbour Investment Management
Washington
$2.78M -$34K -65 -1%
MWAM
1494
Manhattan West Asset Management
California
$2.77M +$163K +312 +6%
FM
1495
Foster & Motley
Ohio
$2.77M -$362K -692 -12%
RA
1496
RFG Advisory
Alabama
$2.76M +$329K +628 +14%
B
1497
Barings
North Carolina
$2.75M -$811K -1,548 -23%
GIM
1498
Generali Investments Management
Slovenia
$2.73M +$396K +757 +17%
PPWP
1499
Premier Path Wealth Partners
New Jersey
$2.73M -$171K -326 -6%
WAP
1500
Wealthcare Advisory Partners
Pennsylvania
$2.73M +$42.9K +82 +2%