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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 %
MAM
2926
Marquette Asset Management
Minnesota
$79.6K -$12.5K -40 -14%
DWS
2927
Dynamic Wealth Strategies
California
$78.9K +$24K +77 +44%
MAFA
2928
MJT & Associates Financial Advisory
Minnesota
$78K
TCM
2929
Tradewinds Capital Management
Washington
$76.4K
WCM
2930
WealthTrak Capital Management
Virginia
$76.1K +$6.55K +21 +9%
CWM
2931
Consultiva Wealth Management
Puerto Rico
$75.2K +$15.6K +50 +26%
CG
2932
Curat Global
New Hampshire
$74.9K -$25K -80 -25%
1IA
2933
1620 Investment Advisors
Massachusetts
$74.9K
AEPWM
2934
Atlantic Edge Private Wealth Management
Florida
$72.4K -$22.8K -73 -24%
BBPWM
2935
Blue Bell Private Wealth Management
Pennsylvania
$72.1K -$48K -154 -40%
HBW
2936
Hazlett, Burt & Watson
West Virginia
$72K -$134K -429 -65%
WTFG
2937
Wood Tarver Financial Group
Idaho
$72K +$35.1K +114 +95%
TCM
2938
Traub Capital Management
Massachusetts
$71.1K +$71.1K +228 New
S
2939
Sachetta
Massachusetts
$70.8K -$83.9K -269 -54%
MFT
2940
Moisand Fitzgerald Tamayo
Florida
$69.9K
MIHAS
2941
Maj Invest Holding A/S
Denmark
$69K
HWP
2942
Highline Wealth Partners
California
$68.9K +$624 +2 +0.9%
AWM
2943
Abound Wealth Management
Tennessee
$67K -$15.6K -50 -19%
BWAM
2944
Boyd Watterson Asset Management
Ohio
$66.8K -$16.5K -53 -20%
CIAS
2945
CBIZ Investment Advisory Services
Ohio
$65.4K -$68.5K -220 -51%
DPW
2946
DiNuzzo Private Wealth
Pennsylvania
$65.2K -$10.9K -35 -14%
HFS
2947
Hughes Financial Services
Virginia
$64.1K +$33.9K +138 +112%
SGC
2948
Slocum, Gordon & Co
Rhode Island
$62.4K
SIS
2949
Strategic Investment Solutions
Illinois
$62.4K +$62.4K +200 New
RWS
2950
Retirement Wealth Solutions
Wisconsin
$62.1K +$4.06K +13 +7%