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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 %
AA
2801
Aufman Associates
Pennsylvania
$207K
LFP
2802
Lakeshore Financial Planning
Michigan
$206K +$624 +2 +0.3%
OBWG
2803
Onyx Bridge Wealth Group
New York
$206K -$70.9K -227 -26%
TWM
2804
TCFG Wealth Management
California
$206K +$1.56K +5 +0.8%
RFW
2805
Rainier Family Wealth
Washington
$206K -$52.4K -168 -20%
DEM
2806
Disciplined Equity Management
Florida
$206K
MCM
2807
Morton Capital Management
California
$206K +$84.2K +270 +69%
OCPWS
2808
One Charles Private Wealth Services
Massachusetts
$205K -$8.11K -26 -4%
ONSWM
2809
Old North State Wealth Management
North Carolina
$205K +$205K +654 New
LWA
2810
Lifelong Wealth Advisors
Minnesota
$205K +$27.5K +88 +15%
MCCP
2811
Mission Creek Capital Partners
California
$205K +$8.11K +26 +4%
TFG
2812
Team Financial Group
California
$205K +$61.4K +197 +43%
OPA
2813
Old Port Advisors
Maine
$205K -$19.3K -62 -9%
DI
2814
DAGCO Inc
Ohio
$204K -$95.1K -305 -32%
SMF
2815
Scott Marsh Financial
Utah
$204K +$204K +654 New
BFO
2816
Biltmore Family Office
North Carolina
$204K -$28.7K -92 -12%
LC
2817
Landaas & Company
Wisconsin
$204K
HFS
2818
Hopwood Financial Services
Virginia
$204K +$9.68K +31 +5%
IDA
2819
Intelligence Driven Advisers
California
$203K +$203K +651 New
RA
2820
Rise Advisors
New York
$203K -$24.3K -78 -11%
MGAM
2821
McGowan Group Asset Management
Texas
$203K -$35.5K -114 -15%
AA
2822
Argent Advisors
Louisiana
$202K -$936 -3 -0.5%
SIA
2823
SGL Investment Advisors
Montana
$202K -$383K -1,244 -65%
QP
2824
Quilter Plc
United Kingdom
$202K +$202K +647 New
RMC
2825
Ring Mountain Capital
California
$202K -$13.3K -47 -6%