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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 %
AC
2301
ASB Consultores
Florida
$796K -$398K -759 -33%
BOPW
2302
Brandywine Oak Private Wealth
Pennsylvania
$794K -$220K -421 -22%
CL
2303
CLG LLC
California
$793K +$14.7K +28 +2%
BWA
2304
Bordeaux Wealth Advisors
California
$792K -$70.7K -135 -8%
VP
2305
Verum Partners
North Carolina
$792K -$30.4K -58 -4%
QFA
2306
Quantum Financial Advisors
California
$792K -$5.76K -11 -0.7%
4WM
2307
44 Wealth Management
Oregon
$791K +$105K +201 +15%
DW30
2308
Drucker Wealth 3.0
New Jersey
$788K -$303K -579 -28%
EFI
2309
EHP Funds Inc
Canada
$786K -$52.4K -100 -6%
FTC
2310
Farmers Trust Company
Ohio
$783K -$4.71K -9 -0.6%
BWM
2311
Buska Wealth Management
Wisconsin
$782K +$12K +23 +2%
GCM
2312
Gladius Capital Management
Illinois
$782K -$1.47M -2,809 -65%
FOA
2313
Five Oceans Advisors
California
$781K +$1.57K +3 +0.2%
SWP
2314
Summit Wealth Partners
Florida
$780K -$102K -194 -12%
BWM
2315
Baron Wealth Management
Michigan
$778K -$188K -359 -19%
SC
2316
Summa Corp
Texas
$778K +$18.3K +35 +2%
FAFN
2317
First Affirmative Financial Network
Colorado
$777K -$62.3K -119 -7%
FA
2318
Fermata Advisors
California
$777K +$64.4K +123 +9%
SIM
2319
SSI Investment Management
California
$775K
LA
2320
Lifeworks Advisors
Michigan
$773K -$4.71K -9 -0.6%
AWM
2321
Aprio Wealth Management
Georgia
$770K +$70.2K +134 +10%
AP
2322
Adero Partners
California
$770K +$135K +258 +21%
PCM
2323
Pointe Capital Management
Michigan
$768K -$55.5K -106 -7%
PPWM
2324
Paragon Private Wealth Management
Kentucky
$768K +$172K +328 +29%
GL
2325
Gerber LLC
Ohio
$766K