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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 %
DFG
1576
Delta Financial Group
New Jersey
$2.39M +$1.54M +2,989 +182%
CCM
1577
Cox Capital Management
Massachusetts
$2.39M -$2.09M -3,983 -47%
AA
1578
Alta Advisers
United Kingdom
$2.39M +$786K +1,500 +49%
KIA
1579
Knollwood Investment Advisory
Maryland
$2.39M
AA
1580
Advisory Alpha
Michigan
$2.39M +$153K +293 +7%
OC
1581
Oakworth Capital
Alabama
$2.38M -$149K -285 -6%
EFMC
1582
Empire Financial Management Company
New York
$2.38M +$204K +390 +9%
EFG
1583
Everhart Financial Group
Ohio
$2.38M +$127K +243 +6%
QT
1584
Quantbot Technologies
New York
$2.38M +$2.38M +4,535 New
LTAS
1585
Linden Thomas Advisory Services
North Carolina
$2.37M +$124K +237 +6%
VCAM
1586
Van Cleef Asset Management
Ohio
$2.37M -$509K -972 -18%
OIS
1587
Okabena Investment Services
Minnesota
$2.36M +$33.5K +64 +1%
MG
1588
Mather Group
Illinois
$2.36M -$430K -821 -15%
ACL
1589
Applied Capital LLC
Florida
$2.35M -$1.57K -3 -0.1%
SWM
1590
SilverOak Wealth Management
Minnesota
$2.35M -$8.38K -16 -0.4%
MAWA
1591
Moss Adams Wealth Advisors
Washington
$2.35M +$190K +363 +9%
AFG
1592
ABLE Financial Group
Arizona
$2.35M +$189K +360 +9%
CIAS
1593
Capital Investment Advisory Services
North Carolina
$2.35M +$71.2K +136 +3%
SFG
1594
Shum Financial Group
California
$2.34M +$372K +710 +19%
BPAMU
1595
BTG Pactual Asset Management US
New York
$2.34M +$418K +798 +22%
FP
1596
Financial Perspectives
Minnesota
$2.34M +$1.05K +2 +0%
OWA
1597
One Wealth Advisors
California
$2.33M +$393K +751 +20%
Twin Tree Management
1598
Twin Tree Management
Texas
$2.33M +$2.33M +4,445 New
GSWM
1599
Greenup Street Wealth Management
Michigan
$2.32M +$2.32M +4,432 New
BWM
1600
BKM Wealth Management
Wisconsin
$2.32M -$784K -1,497 -25%