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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 %
MFWP
2151
Mosaic Family Wealth Partners
Missouri
$996K +$33K +63 +3%
KLCM
2152
KG&L Capital Management
Louisiana
$996K -$83.3K -159 -8%
OHWP
2153
Oak Harbor Wealth Partners
North Carolina
$991K -$84.3K -161 -8%
CWM
2154
Cornerstone Wealth Management
Missouri
$989K +$28.8K +55 +3%
NRWA
2155
North Ridge Wealth Advisors
Oregon
$986K -$58.1K -111 -6%
UAG
2156
United Advisor Group
Ohio
$981K -$122K -233 -11%
CG
2157
Clarus Group
Texas
$975K -$105K -201 -10%
FC
2158
Fjell Capital
North Dakota
$974K +$87K +166 +10%
AC
2159
Apella Capital
Connecticut
$973K +$298K +515 +44%
LAIC
2160
Lederer & Associates Investment Counsel
California
$973K +$4.19K +8 +0.4%
SPL
2161
Smart Portfolios LLC
Washington
$973K
AG
2162
AmeriFlex Group
Nevada
$967K +$570K +1,089 +144%
PIM
2163
Profit Investment Management
Maryland
$964K -$70.2K -134 -7%
CA
2164
CoreCap Advisors
Michigan
$963K -$898K -1,714 -48%
API
2165
Asset Planning Inc
California
$963K -$132K -252 -12%
AFA
2166
AA Financial Advisors
Ohio
$963K -$18.3K -35 -2%
AAIM
2167
Asset Advisors Investment Management
Georgia
$963K -$13.1K -25 -1%
FCMC
2168
Founders Capital Management (Connecticut)
Connecticut
$961K
AWM
2169
Aviso Wealth Management
Washington
$959K +$263K +503 +38%
CIP
2170
Convergence Investment Partners
Florida
$959K -$168K -320 -15%
MAM
2171
MWA Asset Management
Massachusetts
$958K -$1.04M -1,980 -52%
Fuller & Thaler Asset Management
2172
Fuller & Thaler Asset Management
California
$958K
KLI
2173
Kelman-Lazarov Inc
Tennessee
$958K -$18.9K -36 -2%
HWA
2174
HMV Wealth Advisors
Louisiana
$957K -$15.7K -30 -2%
SIC
2175
Samalin Investment Counsel
New York
$953K +$57.6K +110 +6%