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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 %
IPWA
2826
International Private Wealth Advisors
California
$202K -$15.9K -51 -7%
CPSC
2827
Carl P. Sherr & Co
Massachusetts
$201K
EF
2828
Exeter Financial
Arizona
$201K +$58.9K +189 +41%
BC
2829
Brio Consultants
California
$201K +$46.8K +150 +30%
IFPL
2830
Investments & Financial Planning LLC
Kentucky
$200K +$66.8K +214 +50%
OW
2831
Olistico Wealth
Oklahoma
$199K -$10.9K -35 -5%
RDFA
2832
Ritter Daniher Financial Advisory
Ohio
$199K -$11.2K -36 -5%
SN
2833
Sittner & Nelson
Oregon
$199K
NOI
2834
Newton One Investments
Delaware
$192K +$1.25K +4 +0.7%
FFA
2835
Frazier Financial Advisors
Ohio
$191K -$1.87K -6 -1%
SHIM
2836
Stone House Investment Management
Pennsylvania
$190K +$89.6K +287 +89%
RF
2837
Rossby Financial
Florida
$190K +$312 +1 +0.2%
GLF
2838
Groupe la Francaise
France
$185K -$8.57M -27,602 -98%
GCM
2839
Gladius Capital Management
Illinois
$180K -$286K -916 -61%
POIA
2840
Pin Oak Investment Advisors
Texas
$179K -$345K -660 -66%
TFGT
2841
TS Financial Group (TSFG)
Illinois
$179K +$16.3K +52 +10%
WA
2842
WPG Advisers
Maryland
$178K -$79.6K -255 -31%
TWA
2843
TCI Wealth Advisors
Arizona
$177K -$117K -375 -40%
BWL
2844
Bogart Wealth LLC
Virginia
$173K -$2.57M -8,246 -94%
VWWMG
2845
Vermillion & White Wealth Management Group
Pennsylvania
$172K +$937 +3 +0.5%
TC
2846
Truvestments Capital
Florida
$172K -$26.2K -84 -13%
OPTFSNA
2847
Old Point Trust & Financial Services N A
Virginia
$172K -$13.7K -44 -7%
MWM
2848
Mascoma Wealth Management
New Hampshire
$171K -$28.7K -92 -14%
CB
2849
Centennial Bank
Arkansas
$170K -$85.8K -275 -34%
APW
2850
Acima Private Wealth
Virginia
$168K