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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
48.29%
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 %
AWA
2001
Alta Wealth Advisors
Massachusetts
$1.26M -$194K -370 -13%
SIS
2002
Sound Income Strategies
Florida
$1.26M +$173K +330 +16%
Financial Engines Advisors
2003
Financial Engines Advisors
California
$1.26M -$752K -1,437 -37%
RFS
2004
Richardson Financial Services
Massachusetts
$1.25M -$4.71K -9 -0.4%
SHGA
2005
Sand Hill Global Advisors
California
$1.25M -$170K -324 -12%
FNWM
2006
Financial Network Wealth Management
Utah
$1.25M -$133K -255 -10%
AMM
2007
American Money Management
California
$1.25M -$9.95K -19 -0.8%
LWCFA
2008
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.25M -$207K -483 -14%
FFA
2009
Fairfield Financial Advisors
Massachusetts
$1.24M -$788K -1,505 -39%
PWP
2010
Precedent Wealth Partners
Texas
$1.24M +$300K +572 +32%
CBT
2011
Crews Bank & Trust
Florida
$1.24M +$2.62K +5 +0.2%
G
2012
GenTrust
Florida
$1.24M -$6.81K -13 -0.5%
CIM
2013
CIM Investment Management
Pennsylvania
$1.24M -$161K -308 -12%
CWA
2014
Cornerstone Wealth Advisors
Minnesota
$1.24M
GWA
2015
Gratus Wealth Advisors
Virginia
$1.23M
LIG
2016
Lokken Investment Group
Delaware
$1.23M +$18.9K +36 +2%
OC
2017
Opinicus Capital
Florida
$1.23M +$116K +221 +10%
TWP
2018
Triad Wealth Partners
Kansas
$1.22M -$17.8K -34 -1%
TSW
2019
Three Seasons Wealth
Utah
$1.22M +$21.5K +41 +2%
APG
2020
Abacus Planning Group
South Carolina
$1.22M -$60.8K -116 -5%
GLAM
2021
Gardner Lewis Asset Management
Pennsylvania
$1.22M +$395K +755 +48%
NB
2022
Nicolet Bankshares
Wisconsin
$1.22M -$97.9K -187 -7%
SPF
2023
South Plains Financial
Texas
$1.21M -$327K -625 -21%
PWM
2024
Pines Wealth Management
North Carolina
$1.21M +$246K +445 +26%
BCP
2025
Berkeley Capital Partners
Georgia
$1.21M +$90.6K +173 +8%