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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 %
EFSCE
2026
Enterprise Financial Services Corp (EFSC)
Missouri
$1.21M -$137K -262 -10%
RLWM
2027
RF&L Wealth Management
Massachusetts
$1.2M +$1.2M +2,300 New
NI
2028
Natural Investments
California
$1.2M -$62.8K -120 -5%
FFA
2029
Florida Financial Advisors
Florida
$1.2M -$145K -277 -11%
AFP
2030
Ausdal Financial Partners
Iowa
$1.2M +$283K +541 +31%
CBT
2031
CoreFirst Bank & Trust
Kansas
$1.2M
A
2032
AlphaQuest
New York
$1.2M +$842K +1,608 +238%
CF
2033
Copperwynd Financial
Arizona
$1.19M +$72.8K +139 +7%
RWS
2034
Resolute Wealth Strategies
Mississippi
$1.19M +$262K +501 +28%
CPWA
2035
Cerro Pacific Wealth Advisors
California
$1.18M +$16.7K +33 +1%
CPA
2036
Cardiff Park Advisors
California
$1.18M -$31.4K -60 -3%
SHFA
2037
SC&H Financial Advisors
Maryland
$1.18M -$16.2K -31 -1%
PB
2038
Pinnacle Bancorp
Nebraska
$1.17M -$3.67K -7 -0.3%
MWM
2039
MFG Wealth Management
Indiana
$1.17M +$1.17M +2,237 New
IFS
2040
Ifrah Financial Services
Arkansas
$1.17M -$119K -228 -9%
CAGAS
2041
Capital Advisory Group Advisory Services
Minnesota
$1.17M -$953K -1,820 -45%
WMP
2042
Wealth Management Partners
Arizona
$1.17M -$285K -544 -20%
DFC
2043
DB Fitzpatrick & Co
Idaho
$1.17M +$298K +569 +34%
AIM
2044
Advyzon Investment Management
Illinois
$1.17M +$137K +261 +13%
FMP
2045
Financial Management Professionals
Texas
$1.16M +$8.9K +17 +0.8%
AT
2046
Avalon Trust
New Mexico
$1.16M -$278K -531 -19%
SMC
2047
Smith, Moore & Co
Missouri
$1.16M +$31.9K +61 +3%
PCM
2048
Pennsylvania Capital Management
Pennsylvania
$1.16M +$41.9K +80 +4%
ARC
2049
Advisor Resource Council
Texas
$1.16M +$1.16M +2,327 New
EFG
2050
Ethos Financial Group
Pennsylvania
$1.16M +$8.6K +17 +0.7%