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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 %
CFS
1876
CRA Financial Services
New Jersey
$1.51M -$51.3K -98 -3%
CPL
1877
Capital & Planning LLC
Georgia
$1.51M +$173K +330 +13%
SIA
1878
Strategic Investment Advisors
Michigan
$1.51M +$148K +283 +11%
IIC
1879
Ironwood Investment Counsel
Arizona
$1.51M -$36.1K -69 -2%
CA
1880
Calton & Associates
Florida
$1.51M +$1.51M +2,874 New
AIC
1881
Archer Investment Corporation
Indiana
$1.5M +$46.6K +89 +3%
MCCA
1882
Mill Creek Capital Advisors
Pennsylvania
$1.5M -$56.6K -108 -4%
VRM
1883
Vectors Research Management
New York
$1.5M
EAM
1884
EFG Asset Management
Oregon
$1.49M +$1.49M +2,849 New
SXL
1885
Summit X LLC
Missouri
$1.49M -$180K -344 -11%
PAMG
1886
Patton Albertson Miller Group
Tennessee
$1.49M -$18.9K -36 -1%
NWMG
1887
Nicholson Wealth Management Group
South Carolina
$1.49M +$61.3K +117 +4%
CAM
1888
Costello Asset Management
Pennsylvania
$1.48M -$1.94M -3,710 -57%
FGA
1889
Fortis Group Advisors
New Jersey
$1.48M -$1.68M -3,209 -53%
HAIM
1890
Hunter Associates Investment Management
Pennsylvania
$1.48M -$314K -600 -17%
ETC
1891
Exchange Traded Concepts
Oklahoma
$1.48M +$487K +930 +49%
AG
1892
Algert Global
California
$1.48M -$184K -352 -11%
TPW
1893
Transatlantique Private Wealth
New York
$1.47M +$75.4K +144 +5%
MCP
1894
Martin Capital Partners
Oregon
$1.47M -$12.6K -24 -0.8%
PW
1895
Paladin Wealth
Minnesota
$1.46M +$156K +298 +12%
LRWM
1896
Lord & Richards Wealth Management
Colorado
$1.45M +$919K +1,754 +172%
SOS
1897
Silver Oak Securities
Tennessee
$1.45M -$36.1K -70 -2%
CH
1898
Cromwell Holdings
Wyoming
$1.45M
GIM
1899
Groesbeck Investment Management
New Jersey
$1.45M -$95.3K -182 -6%
JF
1900
JSF Financial
California
$1.45M -$569K -1,086 -28%