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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 %
CCG
2201
Catalina Capital Group
California
$919K -$1.19M -2,279 -56%
VBFP
2202
Valtinson Bruner Financial Planning
Minnesota
$917K +$13.1K +25 +1%
NSIM
2203
North Star Investment Management
Illinois
$917K -$49.2K -94 -5%
NG
2204
Novem Group
New York
$915K +$30.4K +58 +3%
CAM
2205
Campion Asset Management
Virginia
$915K -$36.7K -70 -4%
SB
2206
Sunflower Bank
Texas
$914K +$1.57K +3 +0.2%
AWS
2207
Aspen Wealth Strategies
Colorado
$914K -$15.7K -30 -2%
GWSG
2208
GPS Wealth Strategies Group
Colorado
$914K -$95.9K -183 -9%
CCFM
2209
Clear Creek Financial Management
Washington
$910K +$80.1K +153 +10%
PNC
2210
Park National Corp
Ohio
$910K -$131K -251 -13%
TA
2211
TCM Advisors
West Virginia
$908K -$725K
TF
2212
Tudor Financial
Ohio
$905K -$25.7K -49 -3%
IWA
2213
Invera Wealth Advisors
Oregon
$904K -$583K -1,114 -39%
CIC
2214
Crawford Investment Counsel
Georgia
$902K -$194K -370 -18%
BPW
2215
Bingham Private Wealth
California
$901K -$30.9K -59 -3%
GLLW
2216
Graves Light Lenhart Wealth
Virginia
$901K +$25.1K +48 +3%
TWM
2217
Thrive Wealth Management
Pennsylvania
$900K -$41.4K -79 -4%
SC
2218
Soundwatch Capital
Connecticut
$900K -$107K -204 -11%
FFA
2219
Founders Financial Alliance
North Carolina
$899K +$399K +761 +80%
MCM
2220
MV Capital Management
Maryland
$899K +$23.6K +45 +3%
PAG
2221
Paladin Advisory Group
Iowa
$896K
MQWP
2222
Morey & Quinn Wealth Partners
Nebraska
$891K +$36.1K +69 +4%
PWA
2223
Phoenix Wealth Advisors
North Carolina
$891K +$25.7K +49 +3%
DFA
2224
Davies Financial Advisors
California
$891K -$7.33K -14 -0.8%
IPW
2225
Impact Partnership Wealth
Georgia
$888K +$888K +1,695 New