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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 %
HCA
2326
Heck Capital Advisors
Wisconsin
$766K +$241K +460 +46%
VFG
2327
Victory Financial Group
Texas
$765K +$301K +547 +65%
FBT
2328
First Bank & Trust
South Dakota
$764K +$39.8K +76 +5%
JGIA
2329
Jackson Grant Investment Advisers
Connecticut
$762K +$2.1K +4 +0.3%
MAM
2330
Mystic Asset Management
Rhode Island
$759K +$148K +283 +24%
GPI
2331
General Partner Inc
Pennsylvania
$757K
PCM
2332
Permanent Capital Management
Illinois
$755K
KC
2333
Knuff & Co
California
$755K +$684K +1,306 +967%
AFA
2334
Antonelli Financial Advisors
Michigan
$754K -$26.7K -51 -3%
JCM
2335
Jacobsen Capital Management
Utah
$754K -$50.8K -97 -6%
BOH
2336
Bank of Hawaii
Hawaii
$753K +$195K +372 +35%
KCM
2337
KRS Capital Management
Michigan
$752K -$22K -42 -3%
OPOWM
2338
One Plus One Wealth Management
Florida
$751K +$72.8K +139 +11%
RFP
2339
Root Financial Partners
California
$749K -$110K -210 -13%
TNB
2340
Thomasville National Bank
Georgia
$748K +$51.9K +99 +7%
FWP
2341
Falcon Wealth Planning
California
$748K +$748K +1,428 New
SFS
2342
Summit Financial Strategies
Ohio
$742K +$27.2K +52 +4%
HAG
2343
HF Advisory Group
Maryland
$738K +$76.9K +147 +12%
ATS
2344
Ashton Thomas Securities
New York
$736K -$582K -1,120 -44%
MWPCG
2345
Measured Wealth Private Client Group
New Hampshire
$736K -$337K -644 -31%
CWS
2346
Cypress Wealth Services
California
$735K -$63.9K -122 -8%
TC
2347
Trust Company
Kansas
$735K +$378K +722 +106%
VI
2348
Versor Investments
New York
$734K +$734K +1,402 New
AIP
2349
Arrowpoint Investment Partners
Singapore
$733K +$733K +1,400 New
SIA
2350
SGL Investment Advisors
Montana
$733K +$51.3K +133 +8%