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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 %
GAM
2226
Gould Asset Management
California
$887K
SMA
2227
Seven Mile Advisory
New Jersey
$887K +$57.6K +110 +7%
APIM
2228
Agate Pass Investment Management
Washington
$885K +$32K +61 +4%
TWG
2229
The Wealth Group
Minnesota
$879K -$51.9K -99 -6%
SHFP
2230
Second Half Financial Partners
Florida
$878K -$64.4K -123 -7%
PBK
2231
Peoples Bank (Kansas)
Kansas
$878K
BFA
2232
Buttonwood Financial Advisors
Maryland
$873K -$15.2K -29 -2%
PWM
2233
Proathlete Wealth Management
Florida
$872K
MAM
2234
Marotta Asset Management
Virginia
$872K
RL
2235
Rogco LP
Oklahoma
$872K -$294K -561 -25%
KWA
2236
Kellett Wealth Advisors
Ohio
$871K +$6.81K +13 +0.8%
CYG
2237
Clean Yield Group
Vermont
$867K -$93.2K -178 -10%
ACP
2238
Arcus Capital Partners
Georgia
$867K +$148K +282 +21%
FFG
2239
Floyd Financial Group
Missouri
$867K +$2.62K +5 +0.3%
KCM
2240
Kanawha Capital Management
Virginia
$867K +$133K +254 +18%
HBCM
2241
Heron Bay Capital Management
Michigan
$866K -$3.14K -6 -0.4%
CMS
2242
Capital Market Strategies
Florida
$864K -$124K -236 -13%
GSWM
2243
Golden State Wealth Management
California
$863K -$35.1K -67 -4%
ABTD
2244
Arvest Bank Trust Division
Oklahoma
$863K +$80.7K +154 +10%
PG
2245
Proffitt & Goodson
Tennessee
$862K +$5.76K +11 +0.7%
SWG
2246
Summit Wealth Group
Vermont
$862K +$3.14K +6 +0.4%
DSA
2247
Droms Strauss Advisors
Missouri
$862K
IA
2248
Inspire Advisors
Idaho
$860K -$15.2K -29 -2%
SWA
2249
SFMG Wealth Advisors
Texas
$859K -$120K -230 -12%
NB
2250
Northwest Bancshares
Pennsylvania
$859K -$15.2K -29 -2%