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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 %
GWM
1951
Gitterman Wealth Management
New Jersey
$1.35M +$2.62K +5 +0.2%
GWS
1952
Greykasell Wealth Strategies
California
$1.35M
MCWA
1953
Meadow Creek Wealth Advisors
Georgia
$1.35M -$97.4K -186 -7%
ACMA
1954
Arbor Capital Management (Alaska)
Alaska
$1.35M +$51.2K +98 +4%
RWM
1955
Riverbend Wealth Management
South Carolina
$1.35M +$117K +224 +10%
IP
1956
Intellectus Partners
California
$1.34M +$158K +301 +13%
LSIA
1957
LaSalle St. Investment Advisors
Illinois
$1.34M +$184K +351 +16%
CCA
1958
Childress Capital Advisors
Texas
$1.34M -$112K -214 -8%
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$1.34M -$50.3K -96 -4%
PWA
1960
Prairie Wealth Advisors
Nebraska
$1.33M -$305K -583 -19%
FSA
1961
Financial Security Advisor
Virginia
$1.33M +$116K +221 +10%
AA
1962
Altman Advisors
Illinois
$1.33M +$53.1K +129 +4%
CG
1963
CFO4Life Group
Texas
$1.33M +$2.62K +5 +0.2%
BOJHT
1964
Bank of Jackson Hole Trust
Wyoming
$1.32M +$35.1K +74 +3%
WBCM
1965
Wilson & Boucher Capital Management
California
$1.32M -$81.2K -155 -6%
HCM
1966
Highview Capital Management
Illinois
$1.32M -$559K -1,068 -30%
MIM
1967
Moseley Investment Management
Florida
$1.32M -$4.71K -9 -0.4%
AWM
1968
Angeles Wealth Management
California
$1.32M -$65.5K -125 -5%
SAM
1969
Sompo Asset Management
Japan
$1.32M +$21K +40 +2%
TYCC
1970
Texas Yale Capital Corp
Florida
$1.32M +$197K +377 +18%
TW
1971
Transform Wealth
Colorado
$1.32M -$3.86M -7,378 -75%
PWM
1972
Prentice Wealth Management
New York
$1.31M -$9.95K -19 -0.8%
ATC
1973
Adirondack Trust Company
New York
$1.31M -$29.9K -57 -2%
PC
1974
Permanens Capital
New York
$1.31M +$528K +1,009 +68%
FC
1975
Fairscale Capital
New Hampshire
$1.3M +$4.71K +9 +0.4%