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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 %
WPA
2276
West Paces Advisors
Georgia
$825K +$6.29K +12 +0.8%
IWA
2277
IVC Wealth Advisors
Pennsylvania
$820K -$36.1K -69 -4%
LC
2278
Lavaca Capital
Texas
$820K -$28.8K -55 -3%
IWP
2279
Invenio Wealth Partners
Florida
$819K -$101K -193 -11%
MSS
2280
Mitchell Sinkler & Starr
Pennsylvania
$818K -$2.62K -5 -0.3%
C
2281
Croban
Ohio
$818K +$818K +1,562 New
CIA
2282
Cape Investment Advisory
Georgia
$815K -$40.3K -77 -5%
SF
2283
Symphony Financial
Texas
$814K -$1.28M -2,860 -61%
SOAMC
2284
Spirit of America Management Corp
New York
$812K -$210K -400 -21%
OA
2285
Operose Advisors
Wisconsin
$811K -$12.6K -24 -2%
CWM
2286
Challenger Wealth Management
California
$811K -$103K -197 -11%
DA
2287
Detalus Advisors
Missouri
$807K -$84.8K -162 -10%
PW
2288
Pandora Wealth
Illinois
$806K +$806K +1,539 New
LA
2289
LVW Advisors
New York
$805K -$273K -522 -25%
BFS
2290
BridgePort Financial Solutions
Iowa
$805K
BIS
2291
BG Investment Services
Guam
$803K -$28.3K -54 -3%
DIP
2292
DT Investment Partners
Pennsylvania
$803K -$18.9K -36 -2%
BHB
2293
Bank Hapoalim BM
Israel
$802K -$111K -212 -12%
CSB
2294
City State Bank
Iowa
$801K -$21K -40 -3%
IA
2295
Intellus Advisors
Florida
$800K -$52.4K -100 -6%
FNBSF
2296
First National Bank Sioux Falls
South Dakota
$799K -$52.4K -100 -6%
RFG
2297
RFP Financial Group
Georgia
$799K -$11.5K -22 -1%
RIA
2298
Regal Investment Advisors
Michigan
$798K -$386K -738 -33%
CC
2299
Cypress Capital
Tennessee
$798K -$72.3K -138 -8%
SFG
2300
Sather Financial Group
Texas
$797K +$50.3K +96 +7%