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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 %
FA
2726
Forefront Analytics
Pennsylvania
$229K -$26.8K -86 -10%
NWWA
2727
New Wave Wealth Advisors
Arkansas
$229K +$229K +733 New
AFM
2728
Abbot Financial Management
Massachusetts
$228K +$228K +732 New
RLIM
2729
Red Lighthouse Investment Management
New York
$228K -$9.05K -29 -4%
KWS
2730
Keystone Wealth Services
California
$228K +$77.1K +247 +51%
WMA
2731
Wealth Management Associates
New Jersey
$228K -$178K -571 -44%
CWA
2732
Continuum Wealth Advisors
New York
$228K
HPC
2733
Hobart Private Capital
North Carolina
$228K +$228K +731 New
AWM
2734
Atticus Wealth Management
Florida
$228K +$115K +369 +102%
CG
2735
Corundum Group
Colorado
$227K -$536K -1,718 -70%
KCP
2736
Kera Capital Partners
California
$227K +$71.1K +228 +46%
GC
2737
Grange Capital
Oregon
$227K -$171K -547 -43%
FCIM
2738
Fairview Capital Investment Management
California
$226K -$40.6K -130 -15%
CIG
2739
Cascade Investment Group
Colorado
$226K -$21.8K -70 -9%
AIA
2740
Arbor Investment Advisors
North Carolina
$226K -$6.55K -21 -3%
HIM
2741
Hanlon Investment Management
New Jersey
$226K +$32.8K +105 +17%
PTC
2742
Philadelphia Trust Company
Pennsylvania
$225K
AW
2743
Alteri Wealth
California
$224K -$269K -863 -55%
IAMOG
2744
Investors Asset Management of Georgia
Georgia
$224K
BSHC
2745
Breed's Hill Capital
Massachusetts
$224K -$91.1K -292 -29%
AWM
2746
Alterna Wealth Management
Texas
$224K +$224K +718 New
JWM
2747
JGP Wealth Management
Oregon
$223K -$94.8K -304 -30%
BBA
2748
Braun-Bostich & Associates
Pennsylvania
$223K -$30.9K -99 -12%
AA
2749
AJ Advisors
Tennessee
$223K +$1.87K +6 +0.8%
MWM
2750
Maridea Wealth Management
New York
$222K +$222K +712 New