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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 %
1IA
3376
1620 Investment Advisors
Massachusetts
$126K -$2.62K -5 -2%
RP
3377
Rowlandmiller & Partners
Georgia
$126K
AW
3378
Avion Wealth
Texas
$124K
FPB
3379
First PREMIER Bank
South Dakota
$123K
HFM
3380
Harvest Fund Management
China
$123K +$107K +206 +687%
CH
3381
Canton Hathaway
Rhode Island
$120K
MFT
3382
Moisand Fitzgerald Tamayo
Florida
$117K
WCM
3383
WealthTrak Capital Management
Virginia
$117K +$2.62K +5 +2%
MIHAS
3384
Maj Invest Holding A/S
Denmark
$116K
HWP
3385
Highline Wealth Partners
California
$115K +$9.95K +19 +10%
RFG
3386
REAP Financial Group
Texas
$110K +$54.9K +105 +99%
BWM
3387
Bernard Wealth Management
Michigan
$110K +$2.62K +5 +2%
NC
3388
North Capital
Utah
$110K +$110K +210 New
FG
3389
Fairman Group
Pennsylvania
$110K -$149K -125 -58%
ACA
3390
American Capital Advisory
Idaho
$109K +$4.71K +9 +5%
OAJ
3391
Ogorek Anthony Joseph
New York
$108K +$44.9K +86 +71%
SWIM
3392
Smallwood Wealth Investment Management
New Jersey
$107K +$107K +204 New
MUAMU
3393
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$105K -$683K -1,300 -87%
SGC
3394
Slocum, Gordon & Co
Rhode Island
$105K
MFG
3395
Mendota Financial Group
Wisconsin
$102K -$61.3K -117 -38%
DAM
3396
Delta Asset Management
Tennessee
$101K -$17.8K -34 -15%
CWM
3397
Consultiva Wealth Management
Puerto Rico
$100K
WAOTB
3398
Wealth Advisors of Tampa Bay
Florida
$99.5K +$99.5K +190 New
PA
3399
Pineridge Advisors
Missouri
$99.1K +$524 +1 +0.5%
EWP
3400
Elevation Wealth Partners
California
$99K -$426K -814 -81%