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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 %
MP
1851
McDonald Partners
Ohio
$1.55M +$45.3K +85 +3%
SRA
1852
Secured Retirement Advisors
Minnesota
$1.55M -$3.3M -6,301 -68%
FNBOMD
1853
First National Bank of Mount Dora
Florida
$1.55M -$2.86M -5,460 -65%
AR
1854
Apeiron RIA
Texas
$1.55M -$9.43K -18 -0.6%
KHCM
1855
Kirtland Hills Capital Management
Ohio
$1.55M +$41.3K +91 +3%
HWA
1856
HHM Wealth Advisors
Tennessee
$1.54M +$13.6K +26 +0.9%
SFG
1857
SNS Financial Group
Minnesota
$1.54M -$115K -220 -7%
TWM
1858
Tolleson Wealth Management
Texas
$1.54M -$216K -412 -12%
PA
1859
PFW Advisors
Georgia
$1.54M -$40.3K -77 -3%
MPM
1860
Meritage Portfolio Management
Kansas
$1.54M -$166K -316 -10%
CIAS
1861
CFS Investment Advisory Services
New Jersey
$1.54M +$18.3K +35 +1%
NFA
1862
Northern Financial Advisors
Michigan
$1.54M -$91.1K -174 -6%
EGA
1863
E&G Advisors
Texas
$1.53M -$18.3K -35 -1%
ACM
1864
Allred Capital Management
Texas
$1.53M +$146K +279 +11%
MWC
1865
MBM Wealth Consultants
Missouri
$1.53M +$28.3K +54 +2%
NHC
1866
Nicholas Hoffman & Company
Georgia
$1.53M +$147K +280 +11%
DWAM
1867
Duncan Williams Asset Management
Tennessee
$1.53M +$105K +201 +7%
CWM
1868
Centurion Wealth Management
Virginia
$1.53M
HFO
1869
Heritage Family Offices
Arizona
$1.53M +$64.9K +124 +4%
S
1870
Sunpointe
Missouri
$1.53M -$8.9K -17 -0.6%
TNBTD
1871
Trustmark National Bank Trust Department
Mississippi
$1.52M +$134K +256 +10%
XF
1872
XML Financial
Maryland
$1.52M -$31.9K -61 -2%
ACP
1873
Aviance Capital Partners
Florida
$1.51M -$96.9K -185 -6%
BCG
1874
Breakwater Capital Group
New Jersey
$1.51M +$230K +440 +18%
MFP
1875
Meridian Financial Partners
Virginia
$1.51M -$1.05K -2 -0.1%