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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 %
BWP
2651
Balboa Wealth Partners
Arizona
$253K -$21.5K -69 -8%
GIP
2652
Greatmark Investment Partners
Georgia
$253K +$23.4K +75 +10%
EPP
2653
ETF Portfolio Partners
Kansas
$252K
CFP
2654
Cascade Financial Partners
California
$252K -$26.2K -84 -9%
FMP
2655
Financial Management Professionals
Texas
$251K -$444K -1,421 -64%
PWM
2656
PBMares Wealth Management
Virginia
$250K -$312 -1 -0.1%
AWA
2657
Aletheian Wealth Advisors
Washington
$250K -$62.1K -199 -20%
CAG
2658
Centerpoint Advisory Group
Kansas
$249K +$25.9K +83 +12%
WIA
2659
Wetzel Investment Advisors
Indiana
$249K +$31.8K +102 +15%
SAM
2660
Strategy Asset Managers
California
$249K -$2.72M -8,735 -92%
ITIM
2661
Indiana Trust & Investment Management
Indiana
$249K +$13.4K +43 +6%
HDIM
2662
Hanson & Doremus Investment Management
Vermont
$248K
ACM
2663
Argent Capital Management
Missouri
$247K -$64.2M -205,654 -100%
SL
2664
Sentinus LLC
Illinois
$247K -$16.2K -52 -6%
CTWM
2665
Cherry Tree Wealth Management
Minnesota
$247K -$31.5K -101 -11%
BGAI
2666
Bruce G. Allen Investments
Colorado
$246K -$51.8K -166 -17%
SC
2667
SummitTX Capital
Texas
$246K +$246K +789 New
AGWCA
2668
Annis Gardner Whiting Capital Advisors
Florida
$246K -$51.2K -164 -17%
FVWA
2669
Foster Victor Wealth Advisors
South Carolina
$245K +$303 +1 +0.1%
KC
2670
Kinloch Capital
Virginia
$244K
BAM
2671
Byrne Asset Management
New Jersey
$244K +$25K +80 +11%
KPWG
2672
KFA Private Wealth Group
Virginia
$244K +$61.8K +198 +34%
LIA
2673
Lynx Investment Advisory
District of Columbia
$243K -$29.3K -94 -11%
WHG
2674
Westwood Holdings Group
Texas
$243K -$87.2M -279,586 -100%
RPGNY
2675
Retirement Planning Group (New York)
New York
$243K +$243K +778 New