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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 %
RFA
1701
ROI Financial Advisors
Oregon
$2.02M -$618K -1,181 -23%
AIMA
1702
Ables Iannone Moore & Associates
Georgia
$2.02M
KAS
1703
KPP Advisory Services
Kentucky
$2.01M +$195K +372 +11%
RWP
1704
Revolve Wealth Partners
New Jersey
$2.01M -$96.9K -185 -5%
OL
1705
Optas LLC
Texas
$2M +$1.05K +2 +0.1%
WFI
1706
West Family Investments
California
$2M +$111K +211 +6%
PCM
1707
Parsons Capital Management
Rhode Island
$2M -$277K -529 -12%
MFG
1708
Monte Financial Group
Connecticut
$2M +$17.7K +39 +0.9%
SWMG
1709
Stillwater Wealth Management Group
Florida
$1.99M -$241K -460 -11%
SFO
1710
Stokes Family Office
Louisiana
$1.98M +$26.2K +50 +1%
IAS
1711
IMA Advisory Services
Colorado
$1.98M -$91.1K -174 -4%
FAIM
1712
Financial Advocates Investment Management
Washington
$1.97M -$71.2K -136 -3%
HBT
1713
Heartland Bank & Trust
Illinois
$1.97M +$292K +558 +17%
LMKC
1714
L.M. Kohn & Company
Ohio
$1.96M -$370K -707 -16%
DFA
1715
Delta Financial Advisors
Louisiana
$1.96M +$18.3K +35 +0.9%
WKWM
1716
Walter & Keenan Wealth Management
Indiana
$1.95M +$81.2K +155 +4%
PFGIA
1717
Patriot Financial Group Insurance Agency
Massachusetts
$1.95M +$111K +211 +6%
SIA
1718
SkyView Investment Advisors
New Jersey
$1.95M +$147K +281 +8%
GB
1719
Goepper Burkhardt
South Carolina
$1.95M
CAM
1720
Congress Asset Management
Massachusetts
$1.94M -$3.38M -6,457 -64%
MTC
1721
Matrix Trust Company
Colorado
$1.93M +$29.9K +57 +2%
TSS
1722
Two Sigma Securities
New York
$1.93M +$416K +794 +27%
CPBTD
1723
Central Pacific Bank - Trust Division
Hawaii
$1.93M +$7.86K +15 +0.4%
IA
1724
IAM Advisory
Pennsylvania
$1.93M -$36.1K -69 -2%
APP
1725
Avantax Planning Partners
Iowa
$1.93M -$135K -258 -7%