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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 %
CIG
2626
Cairn Investment Group
Washington
$262K
ECM
2627
Exchange Capital Management
Michigan
$261K +$4.68K +15 +2%
LWCFA
2628
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$260K -$648K -2,076 -71%
PCA
2629
PMV Capital Advisers
Texas
$260K
FCM
2630
FJ Capital Management
Virginia
$260K +$260K +835 New
FFC
2631
Frederick Financial Consultants
Maryland
$260K +$28.1K +90 +12%
FA
2632
FDx Advisors
Illinois
$260K -$13.7K -44 -5%
HWM
2633
Horizon Wealth Management
Illinois
$259K -$30.6K -98 -11%
FFBTD
2634
First Financial Bank - Trust Division
Ohio
$259K -$291K -934 -53%
4WM
2635
4J Wealth Management
Virginia
$259K -$3.43K -11 -1%
CA
2636
Carson Advisory
Georgia
$258K -$109K -350 -30%
ISFAN
2637
Investor's Fiduciary Advisor Network
Washington
$258K +$75.2K +242 +41%
CA
2638
CapWealth Advisors
Tennessee
$258K +$312 +1 +0.1%
KFA
2639
Krane Funds Advisors
New York
$258K +$74.6K +239 +41%
GCIA
2640
Gabelli & Co Investment Advisers
New York
$257K +$54.6K +175 +27%
TW
2641
Traveka Wealth
California
$257K -$70.5K -226 -22%
WCFA
2642
Walkner Condon Financial Advisors
Wisconsin
$256K -$21.2K -68 -8%
FFG
2643
Fiduciary Financial Group
California
$256K -$26.4K -81 -9%
SFG
2644
Seamount Financial Group
Colorado
$255K +$11.5K +37 +5%
MIM
2645
MTM Investment Management
South Carolina
$255K
CFC
2646
Coyle Financial Counsel
Illinois
$255K +$255K +816 New
SFCL
2647
Strengthening Families & Communities LLC
Massachusetts
$254K +$4.99K +16 +2%
NIWA
2648
New Insight Wealth Advisors
California
$254K +$254K +814 New
FC
2649
Financial Council
Maryland
$253K
KRW
2650
Kaufman Rossin Wealth
Florida
$253K -$7.8K -25 -3%