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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 %
PPH
3276
Pure Portfolios Holdings
Oregon
$215K -$29.9K -57 -12%
BMM
3277
Buffington Mohr McNeal
Idaho
$214K -$731K -1,395 -77%
RIM
3278
Reliant Investment Management
Tennessee
$214K -$7.86K -15 -4%
CCP
3279
Cushing Capital Partners
Wisconsin
$214K +$214K +408 New
CPG
3280
Cornerstone Planning Group
New Jersey
$214K +$86.9K +203 +69%
MWM
3281
Massachusetts Wealth Management
Massachusetts
$213K -$26.2K -50 -11%
RC
3282
Rareview Capital
Nevada
$212K
ACP
3283
Aveo Capital Partners
Colorado
$212K -$457K -1,169 -68%
FFO
3284
Fortitude Family Office
Arizona
$211K -$33K -63 -14%
DTC
3285
Davidson Trust Company
Washington
$211K
OA
3286
Oxbow Advisors
Texas
$211K +$211K +403 New
WF
3287
Whelan Financial
California
$211K -$22K -42 -9%
SFG
3288
Stonebridge Financial Group
Pennsylvania
$211K -$5.41M -10,324 -96%
AWAP
3289
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$210K -$122K -232 -37%
AWC
3290
Adamsbrown Wealth Consultants
Kansas
$210K +$210K +401 New
PIA
3291
Prakash Investment Advisors
Massachusetts
$210K -$52.4K -100 -20%
HCM
3292
Hutner Capital Management
Vermont
$210K
ACA
3293
Ascension Capital Advisors
Texas
$210K
HG
3294
Harbor Group
New Hampshire
$209K
LAM
3295
Lifestyle Asset Management
Texas
$209K +$209K +399 New
MPW
3296
MGO Private Wealth
California
$209K +$209K +399 New
FFWA
3297
Forthright Family Wealth Advisory
Texas
$208K
MSWM
3298
Mowery & Schoenfeld Wealth Management
Illinois
$207K +$15.7K +30 +8%
SCM
3299
Sterneck Capital Management
Missouri
$207K +$207K +395 New
CFO
3300
Collective Family Office
Pennsylvania
$206K -$288K -550 -58%