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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 %
TPW
2501
Transatlantique Private Wealth
New York
$315K -$561K -1,798 -64%
CFS
2502
Commonwealth Financial Services
West Virginia
$314K +$3.43K +11 +1%
RWB
2503
RMR Wealth Builders
New Jersey
$314K -$28.7K -92 -8%
BW
2504
Balance Wealth
Ohio
$313K +$57.4K +184 +22%
Cohen & Steers
2505
Cohen & Steers
New York
$312K +$40.6K +130 +15%
PWAM
2506
Papamarkou Wellner Asset Management
New York
$312K
HC
2507
Hoese & Co
Minnesota
$312K +$265K +850 +567%
CG
2508
Clifford Group
Massachusetts
$311K -$76.8K -246 -20%
IC
2509
Iconiq Capital
California
$311K -$546K -1,751 -64%
FFG
2510
Fortress Financial Group
Minnesota
$311K +$2.18K +7 +0.7%
BFA
2511
Bill Few Associates
Pennsylvania
$310K +$102K +326 +49%
4A
2512
4Wealth Advisors
Illinois
$310K +$109K +350 +54%
SAF
2513
Smith Anglin Financial
Texas
$309K -$3.43K -11 -1%
CFAM
2514
Center For Asset Management
Florida
$309K +$8.13K +16 +3%
UB
2515
Umpqua Bank
Oregon
$309K -$1.65M -5,371 -84%
DWP
2516
Destiny Wealth Partners
Florida
$309K +$176K +564 +133%
MWA
2517
Monograph Wealth Advisors
California
$308K +$6.55K +21 +2%
EWS
2518
Eagle Wealth Strategies
New Jersey
$307K -$103K -331 -25%
PKC
2519
Palmer Knight Company
Florida
$307K
HPM
2520
Hoxton Planning & Management
West Virginia
$307K -$73K -234 -19%
JGGDR
2521
JGP Global Gestao de Recursos
Brazil
$307K -$936 -3 -0.3%
WA
2522
Whipplewood Advisors
Colorado
$306K -$44K -141 -13%
KOC
2523
Koss-Olinger Consulting
Florida
$306K -$4.68K -15 -2%
AF
2524
Aldebaran Financial
$305K
RCG
2525
Regatta Capital Group
California
$305K +$84.5K +271 +38%