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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 %
KAM
2676
Knightsbridge Asset Management
California
$243K +$55.2K +177 +29%
GA
2677
GSG Advisors
New Jersey
$242K -$312 -1 -0.1%
HBCM
2678
Heron Bay Capital Management
Michigan
$242K -$274K -877 -53%
BWP
2679
Bernardo Wealth Planning
Pennsylvania
$242K -$18.1K -58 -7%
FWM
2680
Finer Wealth Management
Massachusetts
$241K +$241K +774 New
AWM
2681
Ariadne Wealth Management
California
$241K +$23.6K +87 +11%
GFM
2682
GEN Financial Management
Minnesota
$241K -$361K -1,158 -60%
MFF
2683
Michels Family Financial
Texas
$241K -$10.9K -35 -4%
LSA
2684
Lansing Street Advisors
Pennsylvania
$241K +$15.3K +49 +7%
PWM
2685
Purus Wealth Management
California
$240K +$99.2K +318 +71%
TFA
2686
Tobias Financial Advisors
Florida
$240K +$18.7K +60 +8%
ASC
2687
Atalanta Sosnoff Capital
New York
$239K -$26.8M -85,823 -99%
SFB
2688
STAR Financial Bank
Indiana
$239K -$51.2K -164 -18%
CGFA
2689
Colton Groome Financial Advisors
North Carolina
$239K +$239K +767 New
SCG
2690
Sonata Capital Group
Washington
$239K -$56.9K -182 -19%
FPW
2691
Fairvoy Private Wealth
Alabama
$239K -$12.2K -39 -5%
EB
2692
Exchange Bank
California
$238K
CC
2693
Climber Capital
Switzerland
$238K +$238K +767 New
BWM
2694
BlackDiamond Wealth Management
New York
$238K +$4.89K +15 +2%
QWM
2695
Quaker Wealth Management
New Jersey
$237K +$237K +760 New
PHWM
2696
Pine Harbor Wealth Management
Maryland
$237K +$237K +759 New
CNTOF
2697
Canandaigua National Trust of Florida
New York
$236K -$23.4K -75 -9%
WDA
2698
Wendell David Associates
New Hampshire
$236K -$10K -32 -4%
TCM
2699
Towercrest Capital Management
Pennsylvania
$236K +$236K +756 New
WDG
2700
Wealth Dimensions Group
Ohio
$236K +$5K +16 +2%