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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 %
LPFG
2126
Landing Point Financial Group
Ohio
$1.04M -$17.3K -33 -2%
CCM
2127
Chickasaw Capital Management
Tennessee
$1.04M +$26.2K +50 +3%
AAG
2128
Armstrong Advisory Group
Massachusetts
$1.04M
PP
2129
Postrock Partners
Oregon
$1.04M -$30.9K -59 -3%
BL
2130
BFSG LLC
California
$1.04M -$2.72M -5,192 -72%
I
2131
InceptionR
California
$1.04M +$1.04M +1,981 New
RMP
2132
Richards, Merrill & Peterson
Washington
$1.04M +$17.8K +34 +2%
PI
2133
Parkside Investments
Illinois
$1.04M +$262K +501 +34%
WA
2134
WealthTrust Axiom
Pennsylvania
$1.03M
TPWM
2135
Twelve Points Wealth Management
Massachusetts
$1.03M +$159K +303 +18%
FSA
2136
Franklin Street Advisors
North Carolina
$1.02M -$88.5K -169 -8%
NRC
2137
New Republic Capital
North Carolina
$1.02M +$26.7K +51 +3%
SA
2138
Sovran Advisors
California
$1.02M -$130K -286 -11%
ISWM
2139
Independent Solutions Wealth Management
New York
$1.02M -$55K -105 -5%
SS
2140
Sunbelt Securities
Texas
$1.02M -$163K -311 -14%
FPWM
2141
FSB Premier Wealth Management
Iowa
$1.01M +$55.5K +106 +6%
KAM
2142
KEB Asset Management
Illinois
$1.01M +$1.01M +1,934 New
TPWA
2143
Twin Peaks Wealth Advisors
California
$1.01M -$14.6K -25 -1%
GFM
2144
GEN Financial Management
Minnesota
$1.01M -$10.5K -20 -1%
DFCM
2145
Dark Forest Capital Management
Puerto Rico
$1.01M +$15.7K +30 +2%
FPCP
2146
Fort Point Capital Partners
California
$1.01M +$79.1K +151 +9%
CP
2147
Cumberland Partners
Ontario, Canada
$1.01M -$17.3M -33,110 -95%
PFG
2148
Prosperity Financial Group
California
$1.01M +$6.28K +12 +0.6%
WA
2149
Wealthstream Advisors
New York
$1.01M -$10.5K -20 -1%
ALA
2150
Atlas Legacy Advisors
California
$997K -$131K -251 -12%