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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 %
BWM
1551
BigSur Wealth Management
Florida
$2.48M +$13.1K +25 +0.5%
KCM
1552
Kathmere Capital Management
Pennsylvania
$2.48M -$272K -520 -10%
TWP
1553
Tyche Wealth Partners
Texas
$2.48M +$26.2K +50 +1%
WAAG
1554
Wealth Alliance Advisory Group
Kansas
$2.48M +$36.7K +70 +2%
FBFS
1555
First Business Financial Services
Wisconsin
$2.47M +$149K +284 +6%
SVWAG
1556
Sound View Wealth Advisors Group
Georgia
$2.46M -$161K -307 -6%
MLA
1557
My Legacy Advisors
Oregon
$2.46M -$55.5K -106 -2%
SIA
1558
Schear Investment Advisers
Ohio
$2.46M -$161K -308 -6%
OFS
1559
OneAscent Financial Services
Alabama
$2.46M -$49.7K -95 -2%
CCT
1560
Chemung Canal Trust
New York
$2.46M -$2.4M -4,574 -49%
CFP
1561
Catalyst Financial Partners
Massachusetts
$2.45M +$108K +206 +5%
WI
1562
WrapManager Inc
California
$2.45M -$105K -201 -4%
AWM
1563
Accurate Wealth Management
Florida
$2.44M +$236K +394 +11%
VCM
1564
Voleon Capital Management
California
$2.44M -$4.35M -8,304 -64%
TM
1565
TigerOak Management
New Mexico
$2.42M -$24.1K -46 -1%
JFA
1566
JNBA Financial Advisors
Minnesota
$2.42M -$6.81K -13 -0.3%
CFA
1567
Cahill Financial Advisors
Minnesota
$2.42M +$1.57K +3 +0.1%
BFF
1568
Byrne Financial Freedom
Massachusetts
$2.42M -$5.24K -10 -0.2%
SCM
1569
SCS Capital Management
Massachusetts
$2.41M +$2.41M +4,609 New
RCM
1570
Radnor Capital Management
Pennsylvania
$2.41M +$136K +260 +6%
FWM
1571
Forefront Wealth Management
Pennsylvania
$2.41M +$1.05K +2 +0%
BC
1572
Bowman & Company
Wisconsin
$2.4M +$331K +630 +16%
AB
1573
ANB Bank
Colorado
$2.4M +$47.1K +90 +2%
AFS
1574
Aft Forsyth & Sober
Florida
$2.4M
HFM
1575
Hartford Financial Management
Connecticut
$2.39M +$58.1K +111 +2%