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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 %
BA
2976
Bellwether Advisors
Nebraska
$45.5K +$17.8K +57 +64%
BDPWM
2977
Barnes Dennig Private Wealth Management
Ohio
$44.6K -$56.2K -180 -56%
KTC
2978
Kentucky Trust Company
Kentucky
$44.6K +$15.6K +50 +54%
OWP
2979
ORG Wealth Partners
Texas
$43.7K -$210K -638 -83%
NMG
2980
New Millennium Group
Utah
$42.9K -$939 -3 -2%
VWA
2981
VSM Wealth Advisory
Maryland
$42.5K +$7.81K +25 +23%
M
2982
MOTCO
Texas
$42.2K -$4.77M -19,130 -99%
TCM
2983
TruNorth Capital Management
Michigan
$41.8K -$57.4K -184 -58%
VIS
2984
Vega Investment Solutions
France
$41.2K -$122K -392 -75%
CI
2985
Clal Insurance
Israel
$41K +$21.7K +70 +113%
WFG
2986
Wormser Freres Gestion
France
$39.9K
SO
2987
Sierra Ocean
California
$39.7K -$9.07K -29 -19%
T
2988
Tidemark
California
$39.3K -$226K -725 -85%
JEST
2989
JTC Employer Solutions Trustee
Jersey
$39K
RTC
2990
Riverview Trust Company
Washington
$39K -$234K -751 -86%
FNWA
2991
Financial Network Wealth Advisors
Utah
$39K -$12.5K -40 -24%
FDW
2992
Fourth Dimension Wealth
Ohio
$39K
GJIA
2993
Glass Jacobson Investment Advisors
Maryland
$38.4K +$17.2K +55 +81%
UBP
2994
Union Bancaire Privee
Switzerland
$38K -$16.2M -52,329 -100%
NWM
2995
Nova Wealth Management
Florida
$37.1K +$5.62K +18 +18%
KB
2996
Kimelman & Baird
New York
$36.5K
AT
2997
Avalon Trust
New Mexico
$35.2K -$658K -2,111 -95%
OAJ
2998
Ogorek Anthony Joseph
New York
$35K -$28K -92 -44%
DWA
2999
Delos Wealth Advisors
Texas
$34.3K +$34.3K +110 New
KG
3000
Kilter Group
New York
$34K +$34K +109 New