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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 %
MCC
1501
Money Concepts Capital
Florida
$2.72M +$733K +1,400 +37%
BSAM
1502
Blue Square Asset Management
New York
$2.72M -$28.3K -54 -1%
CWA
1503
Consilium Wealth Advisory
Texas
$2.71M +$148K +282 +6%
FAM
1504
Formidable Asset Management
Ohio
$2.71M +$25.1K +48 +0.9%
WA
1505
Wealth Alliance
New York
$2.71M +$4.19K +8 +0.2%
FI
1506
Fosun International
China
$2.7M +$151K +289 +6%
DGM
1507
Delta Global Management
New York
$2.69M +$2.69M +5,140 New
GMFG
1508
Greater Midwest Financial Group
Minnesota
$2.69M +$126K +241 +5%
Wolverine Trading
1509
Wolverine Trading
Illinois
$2.69M -$9.63M -18,659 -78%
BWG
1510
Boomfish Wealth Group
Georgia
$2.69M +$212K +405 +9%
RIA
1511
Richwood Investment Advisors
Ohio
$2.68M -$71.8K -137 -3%
WA
1512
WP Advisors
California
$2.67M +$229K +438 +9%
FCM
1513
Fairbanks Capital Management
California
$2.67M +$4.19K +8 +0.2%
LSPW
1514
Lake Street Private Wealth
Illinois
$2.66M +$1.92M +3,663 +258%
PA
1515
Paralel Advisors
Colorado
$2.66M
GS
1516
GTS Securities
New York
$2.65M +$261K +498 +11%
MFG
1517
Magnus Financial Group
New York
$2.64M +$38.2K +73 +1%
TAM
1518
Tealwood Asset Management
Minnesota
$2.64M -$13.6K -26 -0.5%
DL
1519
DOHJ LLC
Washington
$2.64M +$129K +247 +5%
CP
1520
Canopy Partners
Ohio
$2.64M -$109K -208 -4%
AF
1521
Apexium Financial
Texas
$2.64M +$73.8K +141 +3%
LWA
1522
Lineweaver Wealth Advisors
Ohio
$2.63M -$316K -601 -11%
SGH
1523
Sivik Global Healthcare
Connecticut
$2.62M -$3.93M -7,500 -60%
KM
1524
KP Management
Minnesota
$2.62M
SAI
1525
Savvy Advisors Inc
New York
$2.61M +$335K +639 +15%