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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 %
CWM
1726
Centric Wealth Management
Illinois
$1.93M -$368K -703 -16%
SCI
1727
Stableford Capital II
Arizona
$1.92M -$12.7K -28 -0.7%
PWMG
1728
Prestige Wealth Management Group
New Jersey
$1.92M +$8.38K +16 +0.4%
CAC
1729
Certified Advisory Corp
Florida
$1.92M -$5.76K -11 -0.3%
SEIA
1730
Signature Estate & Investment Advisors
California
$1.92M -$13.1K -25 -0.7%
DS
1731
DRW Securities
Illinois
$1.91M -$240K -459 -11%
NWAG
1732
Net Worth Advisory Group
Utah
$1.91M +$11K +21 +0.6%
MPAM
1733
Murphy Pohlad Asset Management
Minnesota
$1.9M -$149K -284 -7%
A
1734
Argentarii
Ohio
$1.9M -$55.5K -106 -3%
MFG
1735
Menard Financial Group
Texas
$1.9M +$376K +953 +25%
BA
1736
Bridgewater Advisors
New York
$1.89M +$1.89M +4,630 New
ICM
1737
IMS Capital Management
Oregon
$1.89M
PCP
1738
Proficio Capital Partners
Massachusetts
$1.89M -$62.3K -119 -3%
HCM
1739
HMS Capital Management
Tennessee
$1.89M -$12.6K -24 -0.7%
WH
1740
Willner & Heller
California
$1.89M -$57.6K -110 -3%
TPI
1741
Trust Point Inc
Wisconsin
$1.89M -$837K -1,599 -31%
FG
1742
Fiduciary Group
Georgia
$1.89M -$17.8K -34 -0.9%
CA
1743
Continuum Advisory
Idaho
$1.88M
SPC
1744
Spirepoint Private Client
Florida
$1.88M -$7.01M -13,388 -79%
SCP
1745
Shorepoint Capital Partners
Massachusetts
$1.88M -$1.07M -2,044 -36%
AWAU
1746
Alliance Wealth Advisors (Utah)
Utah
$1.87M -$179K -341 -9%
OCM
1747
One Capital Management
California
$1.87M +$91.1K +174 +5%
SI
1748
Saxon Interests
Texas
$1.87M +$67.6K +129 +4%
JSL
1749
JT Stratford LLC
Georgia
$1.87M +$604K +1,154 +48%
WF
1750
Welch & Forbes
Massachusetts
$1.87M -$922K -1,760 -33%