UNH icon

UnitedHealth

3,632 hedge funds and large institutions have $413B invested in UnitedHealth in 2024 Q4 according to their latest regulatory filings, with 450 funds opening new positions, 1,371 increasing their positions, 1,481 reducing their positions, and 190 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,632
Holders Change
+194
Holders Change %
+5.64%
% of All Funds
48.34%
Holding in Top 10
198
Holding in Top 10 Change
-115
Holding in Top 10 Change %
-36.74%
% of All Funds
2.64%
New
450
Increased
1,371
Reduced
1,481
Closed
190
Calls
$5.58B
Puts
$5.31B
Net Calls
+$264M
Net Calls Change
+$513M
Name Holding Trade Value Shares
Change
Shares
Change %
FWMP
2351
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$835K +$835K +1,651 New
KWA
2352
Kellett Wealth Advisors
Ohio
$835K -$202K -400 -20%
MSFS
2353
Main Street Financial Solutions
Pennsylvania
$834K -$256K -507 -24%
BWA
2354
Bordeaux Wealth Advisors
California
$833K +$25.8K +51 +3%
DSA
2355
Droms Strauss Advisors
Missouri
$832K -$41.5K -82 -5%
DFG
2356
Delta Financial Group
New Jersey
$830K -$5.06K -10 -0.6%
RFP
2357
Root Financial Partners
California
$829K +$61.7K +122 +8%
SWG
2358
Summit Wealth Group
Vermont
$829K -$56.1K -111 -6%
PG
2359
Proffitt & Goodson
Tennessee
$827K +$5.56K +11 +0.7%
IWA
2360
IVC Wealth Advisors
Pennsylvania
$827K -$127K -252 -13%
CIA
2361
Cape Investment Advisory
Georgia
$826K -$15.2K -30 -2%
MQWP
2362
Morey & Quinn Wealth Partners
Nebraska
$826K +$826K +1,632 New
APIM
2363
Agate Pass Investment Management
Washington
$824K +$63.2K +125 +8%
IA
2364
Intellus Advisors
Florida
$824K +$824K +1,628 New
FNBSF
2365
First National Bank Sioux Falls
South Dakota
$822K
PSP
2366
Principal Street Partners
Tennessee
$822K -$654K -1,293 -44%
LC
2367
Lavaca Capital
Texas
$819K +$30.9K +61 +4%
FSC
2368
Full Sail Capital
Oklahoma
$815K +$16.7K +33 +2%
FWI
2369
Facet Wealth Inc
Maryland
$815K +$267K +507 +49%
PWP
2370
Private Wealth Partners
California
$814K -$423K -837 -34%
AWP
2371
Axis Wealth Partners
Rhode Island
$814K +$814K +1,608 New
IIC
2372
Integrated Investment Consultants
Michigan
$812K +$4.05K +8 +0.5%
CTC
2373
Corundum Trust Company
South Dakota
$811K -$9.11K -18 -1%
FAFN
2374
First Affirmative Financial Network
Colorado
$811K -$19.2K -38 -2%
RFO
2375
RiverGlades Family Offices
Florida
$809K