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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 %
AFT
2176
Alpha Family Trust
California
$953K
SC
2177
Sierra Capital
Florida
$953K -$1.44M -2,757 -60%
EW
2178
Elyxium Wealth
California
$953K +$669K +1,278 +236%
FAT
2179
First American Trust
California
$950K -$45K -86 -5%
CWA
2180
Crux Wealth Advisors
California
$948K -$69.7K -133 -7%
TCWM
2181
Total Clarity Wealth Management
Illinois
$944K
MPCL
2182
My Personal CFO LLC
Washington
$943K -$11K -21 -1%
CMANY
2183
Capital Management Associates (New York)
New York
$943K -$867K -1,655 -48%
JWWM
2184
Johnson & White Wealth Management
Pennsylvania
$942K +$13.6K +26 +1%
WCM
2185
WealthBridge Capital Management
Ohio
$941K -$88K -168 -9%
BMWS
2186
Brady Martz Wealth Solutions
North Dakota
$938K -$3.67K -7 -0.4%
MA
2187
MJP Associates
Connecticut
$938K -$279K -532 -23%
APWA
2188
Atlas Private Wealth Advisors
New Jersey
$938K +$58.2K +111 +7%
FFWA
2189
FRG Family Wealth Advisors
Washington
$936K
CAL
2190
Capital Advisors Ltd
Ohio
$931K -$23K -44 -2%
SC
2191
Saturna Capital
Washington
$930K
IP
2192
Investment Partners
Ohio
$930K -$481K -919 -34%
AMG
2193
Asset Management Group
Connecticut
$929K +$3.14K +6 +0.3%
SIM
2194
Synergy Investment Management
Florida
$928K
FWMP
2195
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$925K +$59.7K +114 +7%
FFBTD
2196
First Financial Bank - Trust Division
Ohio
$924K -$325K -621 -26%
WWM
2197
Wolff Wiese Magana
California
$922K +$700K +1,337 +315%
4WM
2198
49 Wealth Management
Texas
$922K +$266K +507 +40%
WB
2199
Webster Bank
Connecticut
$920K -$118K -226 -11%
PCM
2200
Presidio Capital Management
California
$919K -$4.19K -8 -0.5%