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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 %
CAM
2851
Costello Asset Management
Pennsylvania
$165K -$719K -2,305 -81%
AFG
2852
Albion Financial Group
Utah
$162K -$10.6M -34,034 -98%
ACA
2853
American Capital Advisory
Idaho
$162K +$96.4K +309 +148%
HFS
2854
Horizon Financial Services
North Carolina
$160K +$1.25K +4 +0.8%
RI
2855
Ridgewood Investments
New Jersey
$159K +$122K +390 +322%
SIC
2856
SJS Investment Consulting
Ohio
$159K -$11.2K -36 -7%
YP
2857
YANKCOM Partnership
South Dakota
$159K -$7.49K -24 -4%
DWA
2858
Dougherty Wealth Advisers
Minnesota
$159K
LWMI
2859
Legacy Wealth Management (Idaho)
Idaho
$159K +$132K +424 +505%
LIS
2860
Legacy Investment Solutions
Idaho
$159K +$159K +508 New
FGC
2861
Financial Gravity Companies
Texas
$156K +$156K +501 New
O
2862
Ossiam
France
$156K -$1.63M -5,215 -91%
AP
2863
Atwood & Palmer
Missouri
$155K -$18.7K -60 -11%
WOSD
2864
WFA of San Diego
California
$152K +$152K +486 New
GC
2865
Garde Capital
Washington
$151K +$13.7K +44 +10%
CWM
2866
Centricity Wealth Management
Ohio
$148K
PGAM
2867
Princeton Global Asset Management
New Jersey
$148K +$72.6K +233 +97%
PWA
2868
Physician Wealth Advisors
Utah
$147K -$25.6K -82 -15%
MLA
2869
MB, Levis & Associates
Pennsylvania
$146K +$312 +1 +0.2%
AA
2870
Addison Advisors
Vermont
$146K +$3.74K +12 +3%
BFP
2871
Briaud Financial Planning
Texas
$145K
LC
2872
Luminist Capital
Michigan
$144K +$7.5K +23 +5%
MAM
2873
Meeder Asset Management
Ohio
$139K -$1.12M -3,596 -89%
KSB
2874
Kennebec Savings Bank
Maine
$137K -$12.8K -41 -9%
BIA
2875
Bell Investment Advisors
California
$137K -$10.6K -34 -7%