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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
48.28%
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 %
TSMHT
1526
Thurston Springer Miller Herd & Titak
Indiana
$2.61M +$449K +858 +21%
CCWM
1527
Correct Capital Wealth Management
Missouri
$2.6M +$535K +1,022 +26%
OC
1528
Oarsman Capital
Wisconsin
$2.6M +$117K +224 +5%
AWM
1529
Ameliora Wealth Management
Switzerland
$2.6M +$23.6K +45 +0.9%
GF
1530
Gries Financial
Ohio
$2.6M +$1.66M +3,165 +177%
SSWM
1531
Sheets Smith Wealth Management
North Carolina
$2.59M +$4.19K +8 +0.2%
DE
1532
Diversified Enterprises
Delaware
$2.57M +$588K +1,122 +30%
TSWM
1533
Triangle Securities Wealth Management
North Carolina
$2.56M +$3.14K +6 +0.1%
MWA
1534
Moser Wealth Advisors
Washington
$2.56M -$5.24K -10 -0.2%
CPA
1535
Court Place Advisors
Maryland
$2.56M +$117K +223 +5%
CFG
1536
Cooper Financial Group
California
$2.55M +$329K +628 +15%
AC
1537
AlphaCore Capital
California
$2.55M +$2.21M +4,220 +652%
EP
1538
Edgestream Partners
New Jersey
$2.54M -$1.37M -2,614 -35%
HIC
1539
Harvey Investment Company
Kentucky
$2.54M +$2.62K +5 +0.1%
PFA
1540
Pure Financial Advisors
California
$2.53M +$606K +1,157 +31%
SWM
1541
Scissortail Wealth Management
Oklahoma
$2.53M +$833K +1,590 +49%
FCG
1542
Fielder Capital Group
Tennessee
$2.53M +$111K +211 +5%
MCA
1543
Magnolia Capital Advisors
Mississippi
$2.52M +$183K +349 +8%
FFO
1544
Fiduciary Family Office
Florida
$2.52M +$2.52M +4,811 New
PP
1545
PDS Planning
Ohio
$2.52M +$278K +531 +12%
FFS
1546
Flavin Financial Services
Florida
$2.51M +$159K +304 +7%
AWA
1547
Aaron Wealth Advisors
Illinois
$2.5M +$161K +307 +7%
EHWM
1548
Eads & Heald Wealth Management
Georgia
$2.5M -$45.6K -87 -2%
OM
1549
OV Management
Minnesota
$2.5M +$846K +1,616 +51%
AW
1550
Alaethes Wealth
Nevada
$2.49M +$60.8K +116 +2%