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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 %
GPWM
2376
Grant Private Wealth Management
California
$704K +$7.33K +14 +1%
RFA
2377
Resurgent Financial Advisors
Georgia
$704K +$21.5K +41 +3%
SNBOSD
2378
Security National Bank of So Dak
Iowa
$703K +$142K +272 +25%
JC
2379
JB Capital
Connecticut
$700K +$73.3K +140 +12%
LGA
2380
Lebenthal Global Advisors
New York
$700K +$700K +1,336 New
ODFS
2381
O'Donnell Financial Services
California
$696K +$6.29K +12 +0.9%
LIA
2382
LS Investment Advisors
Michigan
$694K -$183K -350 -21%
EWS
2383
Eagle Wealth Strategies
New Jersey
$690K -$185K -354 -21%
TAM
2384
Titleist Asset Management
Texas
$687K -$399K -763 -37%
AFM
2385
Aspetuck Financial Management
Connecticut
$686K -$2.62K -5 -0.4%
AFA
2386
Allium Financial Advisors
Oregon
$685K +$685K +1,307 New
KA
2387
Klingman & Associates
New York
$684K -$301K -574 -31%
WMA
2388
Wealth Management Associates
New Jersey
$682K -$48.7K -93 -7%
Members Trust
2389
Members Trust
Florida
$682K +$84.8K +162 +14%
GHA
2390
Granite Harbor Advisors
Texas
$682K +$95.8K +183 +16%
V
2391
VeraBank
Texas
$679K +$3.14K +6 +0.5%
LCG
2392
Lakeshore Capital Group
Illinois
$678K +$15.7K +30 +2%
MCM
2393
Monument Capital Management
Virginia
$678K -$259K -494 -28%
FC
2394
Farringdon Capital
United Kingdom
$677K -$1.14M -2,182 -63%
PMFA
2395
Plante Moran Financial Advisors
Michigan
$677K -$438K -837 -39%
FWTB
2396
First Western Trust Bank
Colorado
$674K -$6.81K -13 -1%
BP
2397
BCK Partners
New York
$673K
CFFP
2398
Center for Financial Planning
Michigan
$672K +$79.6K +152 +13%
SGK
2399
Steigerwald Gordon & Koch
Virginia
$671K -$5.24K -10 -0.8%
CGA
2400
Crescent Grove Advisors
Illinois
$671K +$15.7K +30 +2%