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UnitedHealth

3,118 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
272
Increased
1,268
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
QP
2476
Quartz Partners
New York
$325K +$187K +600 +136%
CCG
2477
Catalina Capital Group
California
$325K -$222K -713 -41%
LWL
2478
Leo Wealth LLC
Texas
$325K -$50.2K -161 -13%
GAM
2479
Grandview Asset Management
Pennsylvania
$324K +$324K +1,038 New
FCM
2480
Fogel Capital Management
Florida
$323K +$5.93K +19 +2%
NCTC
2481
New Covenant Trust Company
Indiana
$322K -$18.5K -60 -5%
PAM
2482
PVG Asset Management
Colorado
$321K +$321K +1,030 New
LWM
2483
LongView Wealth Management
Georgia
$321K -$47.4K -152 -13%
UBV
2484
United Bank (Virginia)
Virginia
$321K +$168K +538 +110%
CC
2485
Chicago Capital
Illinois
$320K
SF
2486
SWP Financial
California
$320K
BSSFA
2487
Baron Silver Stevens Financial Advisors
Florida
$320K +$133K +427 +71%
OPWM
2488
Oregon Pacific Wealth Management
Oregon
$319K +$65.8K +211 +26%
NLP
2489
Next Level Private
New York
$319K +$198K +634 +164%
OIM
2490
Oder Investment Management
California
$318K +$318K +1,020 New
AMG
2491
Advisors Management Group
Wisconsin
$318K +$318K +1,018 New
BA
2492
Ballast Advisors
Minnesota
$318K -$36.2K -116 -10%
ACM
2493
Andina Capital Management
Utah
$317K +$317K +1,016 New
VCM
2494
Versant Capital Management
Arizona
$317K -$323K -1,034 -50%
FWA
2495
FSM Wealth Advisors
Ohio
$317K -$747K -2,461 -70%
BWM
2496
Baron Wealth Management
Michigan
$316K -$148K -473 -32%
NG
2497
Novem Group
New York
$316K -$229K -735 -42%
WFL
2498
Wealth Forward LLC
North Dakota
$316K
IA
2499
IMZ Advisory
Florida
$316K +$152K +536 +92%
TSWM
2500
Tyler-Stone Wealth Management
Ohio
$315K -$73.6K -236 -19%