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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 %
MEG
2751
Millstone Evans Group
Colorado
$222K
AIA
2752
Accelerate Investment Advisors
California
$222K -$56.5K -181 -20%
MSA
2753
Marino Stram & Associates
Massachusetts
$222K -$14.3K -46 -6%
BO
2754
Bank OZK
Arkansas
$221K -$17.5K -56 -7%
AWAU
2755
Alliance Wealth Advisors (Utah)
Utah
$221K -$896K -2,870 -80%
FUBT
2756
First United Bank & Trust
Maryland
$221K -$3.12K -10 -1%
RWP
2757
Ridgecrest Wealth Partners
California
$221K -$85.5K -274 -28%
SWA
2758
Sax Wealth Advisors
New Jersey
$220K +$14.7K +47 +7%
LW
2759
Linscomb Wealth
Texas
$220K -$35.6K -114 -14%
FA
2760
Fountainhead AM
New Jersey
$220K +$4.06K +13 +2%
SIG
2761
Spinnaker Investment Group
California
$220K +$220K +704 New
WW
2762
Windle Wealth
Oklahoma
$220K +$220K +704 New
CFA
2763
Capstone Financial Advisors
Illinois
$220K +$2.18K +7 +1%
AFAS
2764
Acorn Financial Advisory Services
Virginia
$219K +$24.3K +78 +12%
HHRDM
2765
H&H Retirement Design & Management
Nevada
$218K +$20.9K +74 +11%
BFG
2766
Berger Financial Group
Minnesota
$218K -$7.48M -14,283 Closed
HWA
2767
HMV Wealth Advisors
Louisiana
$218K -$352K -1,127 -62%
MHC
2768
May Hill Capital
Massachusetts
$218K -$23.1K -74 -10%
MWM
2769
MBE Wealth Management
Wisconsin
$218K +$9.67K +31 +5%
HW
2770
HORAN Wealth
Ohio
$218K +$218K +698 New
LFS
2771
Littlejohn Financial Services
Oregon
$217K -$1.07M -3,443 -83%
PWM
2772
Provident Wealth Management
Tennessee
$216K +$216K +693 New
C
2773
Covestor
United Kingdom
$216K +$42.7K +137 +25%
IFO
2774
Independent Family Office
New York
$215K +$31.2K +100 +17%
GG
2775
Greenwood Gearhart
Arkansas
$215K -$10.9K -35 -5%