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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 %
HHMI
2951
Howard Hughes Medical Institute
Maryland
$61.8K +$61.8K +198 New
RFG
2952
REAP Financial Group
Texas
$61.8K -$4.05K -13 -6%
DAM
2953
Delta Asset Management
Tennessee
$60.2K
PA
2954
Pineridge Advisors
Missouri
$59.6K +$625 +2 +1%
EWP
2955
Elevation Wealth Partners
California
$59K
BHWM
2956
Bay Harbor Wealth Management
Maryland
$59K +$5.3K +17 +10%
VC
2957
Vestor Capital
Illinois
$58K -$1.6M -15,523 -97%
MSWA
2958
Marshall & Sterling Wealth Advisors
New York
$57.2K +$6.46K +21 +13%
MFG
2959
Mendota Financial Group
Wisconsin
$56.2K -$4.37K -14 -7%
BHWM
2960
Beaird Harris Wealth Management
Texas
$54.6K
VWM
2961
Vermillion Wealth Management
Minnesota
$54.2K +$3.43K +11 +7%
NC
2962
North Capital
Utah
$52.1K -$13.4K -43 -20%
EPW
2963
Evergreen Private Wealth
Colorado
$51.8K
CGA
2964
Compound Global Advisors
Washington
$50.5K -$140K -450 -74%
VWA
2965
Valued Wealth Advisors
Utah
$50.2K -$2.18K -7 -4%
TIM
2966
Total Investment Management
Arizona
$50K +$50K +160 New
EPAM
2967
Evelyn Partners Asset Management
$48.7K -$1.35M -4,339 -97%
CCMI
2968
Creative Capital Management Investments
California
$48.7K +$3.12K +10 +7%
SA
2969
Scarborough Advisors
Maryland
$48.1K +$48.1K +154 New
CFP
2970
Comprehensive Financial Planning
Pennsylvania
$47.3K +$37.7K +121 +390%
PPA
2971
Painted Porch Advisors
California
$47.1K +$8.11K +26 +21%
CMP
2972
Coston McIsaac & Partners
Maine
$47K -$5.22K -17 -10%
YAL
2973
Your Advocates Ltd
Texas
$46.8K
CPA
2974
Compass Planning Associates
Massachusetts
$46.3K
RBC
2975
Roble Belko & Company
Pennsylvania
$46K