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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 %
HA
1776
Herold Advisors
New York
$1.79M +$41.4K +79 +2%
MBT
1777
Montecito Bank & Trust
California
$1.79M +$125K +238 +7%
CCA
1778
Cobblestone Capital Advisors
New York
$1.79M -$25.7K -49 -1%
LCWP
1779
Legacy Capital Wealth Partners
Arkansas
$1.78M -$154K -294 -8%
RIM
1780
Redwood Investment Management
Arizona
$1.78M +$1.06M +2,031 +148%
AIIMS
1781
Analyst IMS Investment Management Services
Israel
$1.78M +$617K +1,179 +53%
SW
1782
SkyOak Wealth
Michigan
$1.78M +$163K +311 +10%
SSWM
1783
Smith Salley Wealth Management
North Carolina
$1.78M -$106K -203 -6%
AIM
1784
AHL Investment Management
Florida
$1.78M -$208K -397 -10%
CAG
1785
Cypress Advisory Group
Arizona
$1.77M -$656K -1,252 -27%
BWM
1786
Buckley Wealth Management
Nevada
$1.77M +$23.6K +45 +1%
MPWS
1787
McCarter Private Wealth Services
Massachusetts
$1.77M -$997K -1,904 -36%
ZIG
1788
Zullo Investment Group
Pennsylvania
$1.76M +$7.86K +15 +0.4%
GAA
1789
Global Assets Advisory
Florida
$1.76M +$1.13M +2,059 +181%
OWA
1790
ORBA Wealth Advisors
Illinois
$1.76M -$62.9K -120 -3%
PIA
1791
Pinion Investment Advisors
Kansas
$1.76M -$2.1K -4 -0.1%
EI
1792
Ellevest Inc
New York
$1.75M -$58.1K -111 -3%
MC
1793
Machina Capital
France
$1.75M +$1.38M +2,634 +376%
IAS
1794
Investment Advisory Services
Texas
$1.74M -$28.8K -55 -2%
AWP
1795
Accretive Wealth Partners
New Jersey
$1.74M +$50.9K +129 +3%
FMWA
1796
Forvis Mazars Wealth Advisors
Missouri
$1.74M +$39.3K +75 +2%
EIP
1797
Ellis Investment Partners
Pennsylvania
$1.73M +$93.2K +178 +6%
CCG
1798
Ceeto Capital Group
Florida
$1.73M +$566K +1,080 +49%
DWM
1799
Defined Wealth Management
Oregon
$1.73M -$8.9K -17 -0.5%
CPR
1800
CSU Producer Resources
Ohio
$1.73M