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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 %
CWA
2601
Consilio Wealth Advisors
Washington
$277K +$61.5K +199 +29%
FTA
2602
Financial & Tax Architects
Missouri
$275K +$4.37K +14 +2%
CWA
2603
Capital Wealth Alliance
Arizona
$275K +$275K +882 New
AFG
2604
Allegheny Financial Group
Pennsylvania
$275K -$30.6K -98 -10%
LSC
2605
Lesa Sroufe & Co
Washington
$274K
FCM
2606
Fourpath Capital Management
Oklahoma
$273K -$158K -505 -37%
TC
2607
TwinBeech Capital
New York
$273K +$273K +874 New
ADMI
2608
Albert D. Mason Inc
Massachusetts
$272K -$6.55K -21 -2%
LIA
2609
LBMC Investment Advisors
Tennessee
$271K +$80.2K +257 +42%
O3W
2610
Omni 360 Wealth
New Jersey
$271K +$1.25K +4 +0.5%
EWS
2611
Evergreen Wealth Solutions
Pennsylvania
$271K +$44K +141 +19%
WTA
2612
Washington Trust Advisors
Massachusetts
$270K -$5.62K -18 -2%
BW
2613
BIP Wealth
Georgia
$269K +$9.67K +31 +4%
GWAM
2614
Guardian Wealth Advisors (Minnesota)
Minnesota
$268K -$65.5K -210 -20%
JAM
2615
Jupiter Asset Management
United Kingdom
$268K -$40.7M -130,581 -99%
FG
2616
Foster Group
Iowa
$265K -$93.6K -300 -26%
BHIA
2617
Birch Hill Investment Advisors
Massachusetts
$265K -$28.4K -91 -10%
GAM
2618
Gould Asset Management
California
$265K -$264K -845 -50%
JWS
2619
Juncture Wealth Strategies
Arizona
$265K -$624 -2 -0.2%
RA
2620
Ransom Advisory
Rhode Island
$264K -$15.6K -50 -6%
FPL
2621
Fortress Private Ledger
North Carolina
$264K +$97.3K +312 +59%
APW
2622
Aurora Private Wealth
New Jersey
$263K +$263K +843 New
ODIJL
2623
One Day In July LLC
Vermont
$262K +$11.2K +36 +4%
CVM
2624
Cheviot Value Management
California
$262K -$6.02K -24 -2%
CPC
2625
Consolidated Planning Corp
Georgia
$262K -$164K -525 -38%