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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 %
CC
1626
Courier Capital
New York
$2.26M +$66.5K +127 +3%
FIM
1627
Freedom Investment Management
Connecticut
$2.25M +$31.4K +60 +1%
MA
1628
MONECO Advisors
Connecticut
$2.25M -$79.6K -152 -3%
AF
1629
AGP Franklin
Tennessee
$2.25M -$1.29M -2,215 -36%
CFCI
1630
Comprehensive Financial Consultants Institutional
Indiana
$2.25M +$85.4K +163 +4%
CFGW
1631
Chancellor Financial Group WB
Pennsylvania
$2.25M
IA
1632
IFG Advisory
Georgia
$2.24M +$33K +63 +1%
EIG
1633
Ellenbecker Investment Group
Wisconsin
$2.24M +$122K +233 +6%
HP
1634
Hilltop Partners
Indiana
$2.24M +$204K +389 +10%
DAS
1635
Diversify Advisory Services
Utah
$2.24M -$335K -818 -13%
FMLI
1636
Fukoku Mutual Life Insurance
Japan
$2.23M -$26.2K -50 -1%
BIA
1637
Bigelow Investment Advisors
Maine
$2.23M -$7.33K -14 -0.3%
QWM
1638
Quadcap Wealth Management
Texas
$2.22M -$124K -237 -5%
IC
1639
Inkwell Capital
Florida
$2.22M -$15.2K -29 -0.7%
SP
1640
Stablepoint Partners
Massachusetts
$2.21M -$69.1K -132 -3%
AL
1641
Aspiriant LLC
California
$2.21M -$147K -281 -6%
RZH
1642
Relyea Zuckerberg Hanson
Connecticut
$2.21M -$197K -376 -8%
SIM
1643
Sterling Investment Management
Arizona
$2.21M -$60.8K -116 -3%
MIA
1644
MeadowBrook Investment Advisors
Michigan
$2.2M -$75.4K -144 -3%
MTIC
1645
Missouri Trust & Investment Company
Missouri
$2.2M +$178K +340 +9%
NL
1646
NVWM LLC
Pennsylvania
$2.2M +$52.9K +101 +2%
CAMV
1647
Concord Asset Management (Virginia)
Virginia
$2.2M -$1.03M -2,412 -32%
HR
1648
Hardy Reed
Mississippi
$2.19M -$31.4K -60 -1%
CWM
1649
Circle Wealth Management
New Jersey
$2.19M -$490K -936 -18%
VFA
1650
Voya Financial Advisors
Connecticut
$2.18M -$86.7K -168 -4%