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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 %
NI
2526
NCP Inc
California
$304K +$296K +950 +3,654%
SCA
2527
Stillwater Capital Advisors
Pennsylvania
$304K
LW
2528
Lauer Wealth
Indiana
$303K +$303K +1,202 New
CRWM
2529
Castle Rock Wealth Management
California
$302K +$117K +415 +63%
RG
2530
Renaissance Group
Kentucky
$302K -$20K -64 -6%
FHC
2531
First Heartland Consultants
Missouri
$301K -$49.9K -160 -14%
HWM
2532
Hemington Wealth Management
Virginia
$301K -$58.6K -188 -16%
UWPG
2533
Ullmann Wealth Partners Group
Florida
$301K -$81.5K -261 -21%
KFC
2534
Klingenstein Fields & Co
New York
$301K +$7.18K +23 +2%
CFP
2535
Curran Financial Partners
South Carolina
$300K +$64.3K +206 +27%
BFG
2536
Bouchey Financial Group
New York
$300K -$56.8K -182 -16%
RCP
2537
Rothschild Capital Partners
New York
$299K -$4.93M -15,806 -94%
JWA
2538
JFS Wealth Advisors
Pennsylvania
$299K +$61.5K +197 +26%
MWM
2539
Maripau Wealth Management
Indiana
$299K -$46.2K -148 -13%
SRC
2540
Sage Rhino Capital
California
$298K -$27.5K -88 -8%
FCMC
2541
Founders Capital Management (Connecticut)
Connecticut
$297K -$275K -882 -48%
ASG
2542
Ariston Services Group
California
$297K +$35.6K +114 +14%
ACP
2543
Argyle Capital Partners
California
$297K +$167K +535 +128%
GFPC
2544
Global Financial Private Client
Florida
$297K -$7.8K -25 -3%
VIP
2545
Vista Investment Partners
Oklahoma
$297K -$97K -311 -25%
NWA
2546
New World Advisors
Massachusetts
$296K +$136K +435 +84%
MP
2547
Moment Partners
California
$295K +$42.1K +135 +17%
SI
2548
Stonekeep Investments
New Mexico
$295K +$21.2K +68 +8%
VST
2549
Van Strum & Towne
California
$295K
WPW
2550
Waldron Private Wealth
Pennsylvania
$295K -$67.1K -215 -19%