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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 %
LI
2576
Lafayette Investments
Maryland
$286K +$60.8K +195 +27%
PIM
2577
Platinum Investment Management
Australia
$286K +$286K +917 New
CSC
2578
Caldwell Sutter Capital
California
$285K +$13.7K +44 +5%
SDAM
2579
Shulman DeMeo Asset Management
New York
$285K +$29.9K +96 +12%
TWA
2580
Tandem Wealth Advisors
Arizona
$285K -$38.1K -122 -12%
AWM
2581
Act Wealth Management
Texas
$285K +$285K +912 New
MC
2582
Matisse Capital
Oregon
$284K
CHA
2583
Cooper/Haims Advisors
New York
$283K +$43.7K +140 +18%
ACM
2584
AlphaStar Capital Management
North Carolina
$283K +$4.06K +13 +1%
KOMWMG
2585
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$282K -$3.43K -11 -1%
OCG
2586
Opus Capital Group
Ohio
$282K +$282K +904 New
1WA
2587
180 Wealth Advisors
Washington
$282K +$61.2K +196 +28%
SAM
2588
Satovsky Asset Management
New York
$282K +$2.18K +7 +0.8%
LF
2589
Lantz Financial
Illinois
$281K -$13.4K -43 -5%
SIM
2590
SSI Investment Management
California
$281K -$181K -579 -39%
HWMC
2591
Heritage Wealth Management (California)
California
$281K -$58.7K -188 -17%
FWI
2592
Facet Wealth Inc
Maryland
$280K +$42.4K +170 +18%
GSWM
2593
Golden State Wealth Management
California
$280K -$234K -750 -46%
PGF
2594
Plan Group Financial
Oklahoma
$279K +$279K +895 New
GSIAS
2595
Garden State Investment Advisory Services
New Jersey
$279K -$32.2K -103 -10%
BWA
2596
BlueChip Wealth Advisors
Georgia
$278K +$25.3K +81 +10%
SI
2597
Seeds Investor
New York
$278K -$222K -711 -44%
BMO
2598
Beck Mack & Oliver
New York
$277K -$383K -1,228 -58%
BP
2599
BBR Partners
New York
$277K +$34.6K +111 +14%
FFA
2600
Fi3 Financial Advisors
Indiana
$277K -$88.9K -285 -24%