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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 %
SWA
1826
Stratos Wealth Advisors
Ohio
$1.63M +$329K +629 +25%
BB
1827
Bell Bank
North Dakota
$1.63M -$2.21M -4,211 -57%
PHS
1828
Pekin Hardy Strauss
Illinois
$1.63M +$6.81K +13 +0.4%
AAM
1829
AR Asset Management
California
$1.62M
WIA
1830
Westbourne Investment Advisors
Maryland
$1.62M -$21K -40 -1%
BWP
1831
Burling Wealth Partners
Illinois
$1.61M -$3.29M -6,287 -67%
SIAG
1832
Safeguard Investment Advisory Group
California
$1.61M +$306K +584 +23%
MFC
1833
Mechanics Financial Corp
Ohio
$1.61M -$17.3K -33 -1%
IIA
1834
ICW Investment Advisors
Arizona
$1.6M +$95.8K +183 +6%
WC
1835
Westhampton Capital
North Carolina
$1.59M -$8.9K -17 -0.6%
CPC
1836
Cookson Peirce & Co
Pennsylvania
$1.59M +$343K +655 +28%
IFWM
1837
Institute for Wealth Management
Colorado
$1.58M -$1.57K -3 -0.1%
TA
1838
Townsend & Associates
Colorado
$1.58M
SIM
1839
Sentry Investment Management
Wisconsin
$1.58M +$15.7K +30 +1%
LA
1840
LM Advisors
California
$1.58M -$1.01M -1,936 -39%
III
1841
Independent Investors Inc
New York
$1.58M -$2.62K -5 -0.2%
BB
1842
Burford Brothers
Texas
$1.58M +$56K +107 +4%
SCP
1843
Sivia Capital Partners
California
$1.58M +$264K +505 +20%
QOP
1844
Quinn Opportunity Partners
Virginia
$1.57M -$1.83M -3,500 -54%
SACTSONJ
1845
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.57M
RCA
1846
Resonant Capital Advisors
Wisconsin
$1.57M +$191K +365 +14%
HIC
1847
Hartline Investment Corp
Illinois
$1.57M +$17.8K +34 +1%
SSA
1848
Sierra Summit Advisors
Nevada
$1.57M -$174K -333 -10%
BTD
1849
BankPlus Trust Department
Mississippi
$1.56M +$50.3K +96 +3%
CA
1850
CWC Advisors
Oregon
$1.56M +$572K +1,092 +58%