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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 %
LFS
1651
Littlejohn Financial Services
Oregon
$2.17M +$84.9K +162 +4%
JCM
1652
Jacobi Capital Management
Pennsylvania
$2.16M +$186K +356 +9%
FFG
1653
Frisch Financial Group
New York
$2.16M +$7.86K +15 +0.4%
RBC
1654
Romano Brothers & Co
Illinois
$2.16M -$32.5K -62 -1%
GCM
1655
GKV Capital Management
California
$2.15M +$1.39M +2,650 +182%
PCA
1656
Prosperity Capital Advisors
Ohio
$2.15M +$69.6K +133 +3%
WE
1657
Wealth Effects
Massachusetts
$2.15M -$157K -299 -7%
PTP
1658
Platform Technology Partners
New York
$2.15M +$62.9K +120 +3%
LKIM
1659
Lawson Kroeker Investment Management
Nebraska
$2.14M
QC
1660
Quent Capital
New York
$2.14M -$88.5K -169 -4%
MFA
1661
Mayflower Financial Advisors
Massachusetts
$2.13M -$187K -358 -8%
MFG
1662
MidWestOne Financial Group
Iowa
$2.13M +$254K +485 +14%
VIM
1663
Vista Investment Management
Pennsylvania
$2.12M -$74.9K -143 -3%
MAM
1664
Meeder Asset Management
Ohio
$2.12M +$1.99M +3,807 +1,613%
DWM
1665
Drive Wealth Management
Utah
$2.11M +$506K +966 +31%
BFA
1666
Beaumont Financial Advisors
Massachusetts
$2.11M -$49.8K -95 -2%
M1FG
1667
Mach-1 Financial Group
Arkansas
$2.11M +$2.11M +4,026 New
FIM
1668
FWL Investment Management
Texas
$2.11M -$97.4K -186 -4%
CWP
1669
CFM Wealth Partners
Texas
$2.1M -$342K -653 -14%
CSA
1670
Cottage Street Advisors
Massachusetts
$2.1M -$212K -404 -9%
VFM
1671
Viking Fund Management
North Dakota
$2.1M
RAM
1672
RedJay Asset Management
Ontario, Canada
$2.1M +$2.1M +4,000 New
BWM
1673
BCGM Wealth Management
Indiana
$2.09M +$72.3K +138 +4%
GWP
1674
Gen-Wealth Partners
Michigan
$2.09M +$250K +478 +14%
CVA
1675
Central Valley Advisors
California
$2.08M +$121K +232 +6%