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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 %
EA
3026
Evolution Advisers
Virginia
$23K
ABWM
3027
Alpine Bank Wealth Management
Colorado
$22.1K -$85.5K -274 -79%
PWA
3028
Provenance Wealth Advisors
Florida
$21.5K -$248K -794 -92%
HIW
3029
Holos Integrated Wealth
Pennsylvania
$21.3K -$105K -420 -83%
SR
3030
Syntax Research
Florida
$20.9K
SRCM
3031
Signature Resources Capital Management
California
$20.9K +$1.25K +4 +6%
FWA
3032
Flagship Wealth Advisors
Massachusetts
$20.6K +$15.3K +49 +288%
MPW
3033
MASECO Private Wealth
$20.3K +$20.3K +65 New
PC
3034
Promus Capital
Illinois
$19.7K
HWA
3035
Heritage Wealth Advisors
Virginia
$19.5K -$113K -361 -85%
KHC
3036
Koesten Hirschmann & Crabtree
Kansas
$18.7K +$18.7K +60 New
BGA
3037
Battery Global Advisors
Massachusetts
$18.2K
EWM
3038
Evolution Wealth Management
Florida
$17.9K +$17.9K +57 New
SAS
3039
Spurstone Advisory Services
Connecticut
$17.8K -$29K -93 -62%
NCM
3040
Northwest Capital Management
Oregon
$17.8K -$1.56K -5 -8%
DMKJ
3041
David M. Knott Jr
$17.8K
HFM
3042
Harvest Fund Management
China
$17K -$88.6K -198 -84%
CMA
3043
Cedar Mountain Advisors
Oregon
$17K -$3.45K -11 -17%
HHGA
3044
Halbert Hargrove Global Advisors
California
$16.8K -$15.6K -50 -48%
PK
3045
Pflug Koory
Nebraska
$16.8K +$624 +2 +4%
SWIG
3046
Strategic Wealth Investment Group
Kentucky
$16.8K +$16.8K +54 New
TC
3047
Trust Company
Kansas
$16.5K -$421K -1,350 -96%
SA
3048
SRH Advisors
Kansas
$16.2K +$10.6K +34 +189%
LFA
3049
Legend Financial Advisors
Pennsylvania
$15.9K +$15.9K +51 New
HC
3050
Hurley Capital
New York
$15.3K -$1.88K -6 -11%