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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 %
NJIM
1901
Nabity-Jensen Investment Management
Nebraska
$1.45M +$12.6K +24 +0.9%
LCM
1902
LVM Capital Management
Michigan
$1.45M
PIA
1903
Perennial Investment Advisors
California
$1.44M +$15.7K +30 +1%
KMWM
1904
Keudell/Morrison Wealth Management
Oregon
$1.44M
RP
1905
Riverwater Partners
Wisconsin
$1.44M +$118K +225 +9%
APW
1906
Austin Private Wealth
Texas
$1.44M -$29.3K -56 -2%
MWM
1907
MGB Wealth Management
Texas
$1.44M -$1.03K -2 -0.1%
BAMG
1908
Brand Asset Management Group
Missouri
$1.44M -$41.9K -80 -3%
IC
1909
Iconiq Capital
California
$1.44M +$138K +264 +11%
TFA
1910
Transamerica Financial Advisors
Florida
$1.44M -$34K -65 -2%
TRIA
1911
Trail Ridge Investment Advisors
Colorado
$1.43M -$113K -216 -7%
TF
1912
TLWM Financial
Texas
$1.43M +$14.7K +28 +1%
AA
1913
Armis Advisers
Georgia
$1.43M +$1.19M +2,738 +491%
OHWA
1914
Oak Hill Wealth Advisors
Virginia
$1.43M +$55K +105 +4%
PMA
1915
Prudent Man Advisors
Illinois
$1.43M +$22.5K +43 +2%
CPIG
1916
Chicago Partners Investment Group
Illinois
$1.42M +$109K +280 +8%
RCM
1917
Riverpark Capital Management
New York
$1.42M -$36.7K -70 -3%
AI
1918
AXS Investments
New York
$1.42M +$109K +208 +8%
FA
1919
Faithward Advisors
Pennsylvania
$1.42M -$64.4K -123 -4%
ACGA
1920
Atlanta Consulting Group Advisors
Georgia
$1.42M +$12.6K +24 +0.9%
SFS
1921
Stiles Financial Services
Minnesota
$1.41M -$372K -709 -21%
T
1922
TOBAM
France
$1.41M +$188K +358 +15%
WW
1923
Waterfront Wealth
Kansas
$1.41M +$260K +497 +23%
MA
1924
Modus Advisors
Minnesota
$1.41M +$366K +699 +35%
C
1925
Certuity
Florida
$1.41M -$73.3K -140 -5%