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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 %
CNBT
1801
Canandaigua National Bank & Trust
New York
$1.73M -$201K -383 -10%
GSEP
1802
Golden State Equity Partners
California
$1.72M -$35.6K -68 -2%
RWM
1803
RKL Wealth Management
Pennsylvania
$1.71M -$133K -253 -7%
GA
1804
GoalVest Advisory
New York
$1.71M +$15.7K +30 +0.9%
HI
1805
Humankind Investments
New York
$1.71M +$385K +736 +29%
PWP
1806
Phillips Wealth Planners
Mississippi
$1.7M +$46.2K +77 +3%
BIG
1807
Brookwood Investment Group
Arizona
$1.69M +$1.69M +3,228 New
MMM
1808
Mendel Money Management
Illinois
$1.69M +$6.81K +13 +0.4%
ZIC
1809
ZWJ Investment Counsel
Georgia
$1.68M -$134K -256 -7%
ATWA
1810
Arbor Trust Wealth Advisors
Michigan
$1.68M +$95.3K +182 +6%
PI
1811
Pettee Investors
Connecticut
$1.67M -$183K -350 -10%
AP
1812
Advisors Preferred
Maryland
$1.67M +$1.67M +3,200 New
MCM
1813
Mainstream Capital Management
California
$1.67M +$63.4K +121 +4%
RW
1814
Rede Wealth
Virginia
$1.67M -$95.3K -182 -5%
KA
1815
KLCM Advisors
Wisconsin
$1.66M -$34.6K -66 -2%
EWM
1816
Evergreen Wealth Management
Michigan
$1.66M +$303K +579 +22%
QWP
1817
Quotient Wealth Partners
Texas
$1.66M -$215K -410 -11%
SFC
1818
SYM Financial Corp
Indiana
$1.65M +$162K +309 +11%
LFA
1819
Laraway Financial Advisors
Minnesota
$1.65M -$38.8K -74 -2%
MAC
1820
Mason & Associates (California)
California
$1.65M -$499K -953 -23%
RIP
1821
RAM Investment Partners
Washington
$1.64M +$1.64M +3,130 New
EA
1822
Enclave Advisors
Texas
$1.64M -$51.8K -99 -3%
GCP
1823
GSA Capital Partners
United Kingdom
$1.64M -$2.4M -4,573 -59%
PWM
1824
Paulson Wealth Management
Illinois
$1.64M -$83.3K -159 -5%
MAG
1825
MRA Advisory Group
New Jersey
$1.63M -$177K -337 -10%