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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 %
FFL
2876
Financial Freedom LLC
Ohio
$136K +$623 +2 +0.5%
IWM
2877
IMG Wealth Management
Florida
$135K +$26.2K +84 +24%
T
2878
Transce3nd
Texas
$134K +$14.7K +47 +12%
FFO
2879
Fortitude Family Office
Arizona
$132K +$6.55K +21 +5%
A
2880
AlphaQuest
New York
$131K -$582K -1,865 -82%
HWM
2881
HighMark Wealth Management
Minnesota
$130K +$23.4K +75 +22%
WPA
2882
Wealth Preservation Advisors
Tennessee
$127K -$2.5K -8 -2%
BCMLT
2883
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K -$10.3K -33 -8%
TFM
2884
TFC Financial Management
Massachusetts
$122K -$59.3K -190 -33%
BI
2885
Binnacle Investments
Iowa
$119K +$77.7K +249 +186%
TIM
2886
Tortoise Investment Management
New York
$117K
HC
2887
Hara Capital
Washington
$117K -$3.12K -10 -3%
USB
2888
Union Savings Bank
Connecticut
$117K -$44.9K -180 -28%
FCT
2889
First Community Trust
Iowa
$116K
KFP
2890
Keener Financial Planning
Texas
$116K +$93.3K +300 +411%
MSWM
2891
Mowery & Schoenfeld Wealth Management
Illinois
$114K -$9.36K -30 -8%
MC
2892
Montag & Caldwell
Georgia
$114K -$4.4M -14,113 -97%
TWD
2893
True Wealth Design
Ohio
$113K +$55.2K +177 +95%
PS
2894
Pinney & Scofield
Massachusetts
$113K +$5.3K +17 +5%
WSC
2895
Wellington Shields & Co
New York
$113K +$20.6K +66 +22%
BT
2896
Banque Transatlantique
France
$113K -$102K -326 -48%
PWMG
2897
Private Wealth Management Group
New Jersey
$110K +$6.55K +21 +6%
FCMT
2898
Founders Capital Management (Texas)
Texas
$109K
HAI
2899
Hennessy Advisors Inc
California
$109K +$109K +350 New
AW
2900
Avion Wealth
Texas
$109K +$32.4K +104 +42%