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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 %
ARMT
2076
Amica Retiree Medical Trust
Rhode Island
$1.12M -$268K -512 -19%
FC
2077
Forte Capital
New York
$1.12M +$41.4K +79 +4%
UCI
2078
Uncommon Cents Investing
Wisconsin
$1.12M -$91.7K -175 -8%
MW
2079
MBL Wealth
North Carolina
$1.12M -$74.9K -143 -6%
EWM
2080
EPG Wealth Management
Georgia
$1.12M +$870K +1,661 +353%
AT
2081
Arlington Trust
Alabama
$1.12M -$102K -194 -8%
HWA
2082
HCR Wealth Advisors
California
$1.11M -$33K -63 -3%
CA
2083
Cambridge Advisors
Nebraska
$1.11M
WCM
2084
Wallace Capital Management
Texas
$1.11M
KWM
2085
KFG Wealth Management
Indiana
$1.11M +$42.4K +81 +4%
FW
2086
FullCircle Wealth
Texas
$1.11M -$132K -314 -11%
BMO
2087
Beck Mack & Oliver
New York
$1.11M -$2.62K -5 -0.2%
EWM
2088
Echo Wealth Management
Minnesota
$1.11M +$1.11M +2,112 New
CIA
2089
Cladis Investment Advisory
Montana
$1.1M
PMSA
2090
Patrick M. Sweeney & Associates
Illinois
$1.1M
N
2091
Numerai
California
$1.1M +$1.1M +2,097 New
TF
2092
Tompkins Financial
New York
$1.1M -$524 -1 -0%
CWP
2093
Core Wealth Partners
California
$1.1M +$417K +797 +61%
GWCM
2094
Godshalk Welsh Capital Management
Pennsylvania
$1.09M
SFG
2095
Sunburst Financial Group
Alabama
$1.09M +$30.9K +59 +3%
MWA
2096
Midland Wealth Advisors
Illinois
$1.09M -$228K -435 -17%
FCA
2097
FLC Capital Advisors
California
$1.09M -$42.9K -82 -4%
LI
2098
LRI Investments
Florida
$1.09M +$6.08K +105 +0.6%
DAM
2099
Diamant Asset Management
Connecticut
$1.08M +$131K +250 +14%
HWMO
2100
Heritage Wealth Management (Ohio)
Ohio
$1.08M -$152K -291 -12%