UNH icon

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 %
CPC
2426
Congress Park Capital
New York
$655K +$86.4K +165 +15%
LWP
2427
LeClair Wealth Partners
Ohio
$653K -$735K -1,404 -53%
TSWM
2428
Tyler-Stone Wealth Management
Ohio
$652K -$62.3K -119 -9%
BFS
2429
Bard Financial Services
Connecticut
$652K -$401K -765 -38%
BMC
2430
Benin Management Corp
Connecticut
$652K +$280K +535 +75%
CG
2431
Clifford Group
Massachusetts
$652K -$123K -235 -16%
MWM
2432
Mindset Wealth Management
Indiana
$651K -$149K -284 -19%
MPW
2433
Monterey Private Wealth
California
$648K +$2.1K +4 +0.3%
AA
2434
Auxano Advisors
Washington
$648K +$4.71K +9 +0.7%
NA
2435
Navellier & Associates
Nevada
$645K +$2.02K +5 +0.3%
COCM
2436
Charter Oak Capital Management
New Hampshire
$643K -$90.1K -172 -12%
GA
2437
Goldstein Advisors
Wisconsin
$643K +$7.33K +14 +1%
MFG
2438
Midwest Financial Group
Kansas
$643K +$2.1K +4 +0.3%
UWPG
2439
Ullmann Wealth Partners Group
Florida
$642K -$99.5K -190 -13%
HPM
2440
Hoxton Planning & Management
West Virginia
$638K -$99.5K -190 -13%
NCFG
2441
New Century Financial Group
New Jersey
$636K -$62.9K -120 -9%
NF
2442
NavPoint Financial
Minnesota
$636K
CCA
2443
Coign Capital Advisors
Utah
$635K -$94.3K -180 -13%
VNA
2444
Valley National Advisers
Pennsylvania
$635K +$46K +88 +8%
SL
2445
Salomon & Ludwin
Virginia
$634K
PAM
2446
PCG Asset Management
New Jersey
$634K +$29.9K +57 +5%
NPFS
2447
Novak & Powell Financial Services
Florida
$630K -$51.3K -98 -8%
NRI
2448
NFP Retirement Inc
California
$630K -$27.2K -52 -4%
LWL
2449
Leo Wealth LLC
Texas
$630K -$49.2K -94 -7%
TCPW
2450
Twin City Private Wealth
North Carolina
$630K -$47.7K -91 -7%