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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 %
CFLC
1976
California First Leasing Corp
California
$1.3M
OL
1977
OneFund LLC
Florida
$1.3M +$1.57K +3 +0.1%
CRI
1978
Colonial River Investments
Virginia
$1.3M -$144K -275 -10%
CA
1979
Cornerstone Advisory
Maryland
$1.3M +$38.7K +98 +3%
CP
1980
CenterBook Partners
Connecticut
$1.3M -$7.2M -13,751 -85%
SWP
1981
Semus Wealth Partners
Florida
$1.3M +$27.8K +53 +2%
SWM
1982
SeaCrest Wealth Management
New York
$1.29M -$394K -753 -23%
CFO
1983
CVA Family Office
Colorado
$1.29M +$21K +40 +2%
SFWA
1984
Summit Financial Wealth Advisors
Louisiana
$1.29M
1W
1985
1776 Wealth
Georgia
$1.29M +$53.4K +102 +4%
AWE
1986
Avidian Wealth Enterprises
Texas
$1.28M +$20.4K +39 +2%
CG
1987
Corundum Group
Colorado
$1.28M -$467K -892 -27%
TBT
1988
Texas Bank & Trust
Texas
$1.28M -$83.8K -160 -6%
ESB
1989
Essex Savings Bank
Connecticut
$1.28M -$63.4K -121 -5%
AWC
1990
Abundance Wealth Counselors
Pennsylvania
$1.28M +$173K +330 +16%
BBNA
1991
Bremer Bank National Association
Minnesota
$1.27M +$131K +250 +11%
NAG
1992
Northstar Advisory Group
New Jersey
$1.27M +$1.27M +2,430 New
USWIA
1993
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.27M +$112K +214 +10%
MCI
1994
MRP Capital Investments
Georgia
$1.26M -$364K -695 -22%
EWM
1995
Evermay Wealth Management
Virginia
$1.26M +$15.2K +29 +1%
TCOTS
1996
Trust Company of the South
North Carolina
$1.26M +$16.2K +31 +1%
EPAM
1997
Evelyn Partners Asset Management
$1.26M +$1.26M +4,495 New
TWM
1998
Topsail Wealth Management
North Carolina
$1.26M +$642K +1,225 +104%
MA
1999
MCF Advisors
Kentucky
$1.26M -$91.7K -175 -7%
LJAC
2000
L.J. Altfest & Co
New York
$1.26M -$278K -530 -18%