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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 %
MWM
2051
Mattern Wealth Management
Kansas
$1.16M -$11.5K -22 -1%
CC
2052
Centiva Capital
New York
$1.16M +$524K +1,000 +83%
RWPA
2053
Richard W. Paul & Associates
Michigan
$1.16M -$3.67K -7 -0.3%
VV
2054
Verity & Verity
South Carolina
$1.16M +$82.2K +157 +8%
KA
2055
Kozak & Associates
Colorado
$1.16M -$22.9K -39 -2%
WMA
2056
West Michigan Advisors
Michigan
$1.15M -$422K -806 -27%
IIM
2057
Intact Investment Management
Quebec, Canada
$1.15M +$629K +1,200 +120%
WAM
2058
Weinberger Asset Management
California
$1.15M -$12K -23 -1%
CCA
2059
Catalyst Capital Advisors
New York
$1.15M -$62.9K -120 -5%
AWA
2060
AGH Wealth Advisors
Kansas
$1.14M +$4.71K +9 +0.4%
THCM
2061
Taylor Hoffman Capital Management
Virginia
$1.14M
MSWM
2062
McGlone Suttner Wealth Management
Wisconsin
$1.14M +$422K +806 +59%
SFG
2063
Sovereign Financial Group
Connecticut
$1.14M +$50.8K +97 +5%
SIM
2064
Seaview Investment Managers
Florida
$1.14M -$8.14M -15,548 -88%
CP
2065
Covenant Partners
Tennessee
$1.14M
MAM
2066
McLean Asset Management
Virginia
$1.14M -$45.4K -82 -4%
WAG
2067
Wallace Advisory Group
California
$1.14M -$256K -507 -18%
ANC
2068
Ames National Corp
Iowa
$1.14M
CWM
2069
Castle Wealth Management
Florida
$1.13M +$37.7K +72 +3%
UCB
2070
United Community Bank
South Carolina
$1.13M +$46.1K +88 +4%
APA
2071
Astoria Portfolio Advisors
New York
$1.13M -$415K -970 -27%
FFM
2072
Fullerton Fund Management
Singapore
$1.13M -$3.78M -7,218 -77%
CAM
2073
Creekmur Asset Management
Illinois
$1.13M +$735K +1,404 +187%
MW
2074
Members Wealth
Pennsylvania
$1.13M -$63.9K -122 -5%
CHP
2075
Cable Hill Partners
Oregon
$1.13M +$257K +625 +30%