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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 %
FDCP
3051
Foster Dykema Cabot & Partners
Massachusetts
$15.3K
SC
3052
Stephens Consulting
Michigan
$14.7K +$9.67K +31 +194%
DF
3053
DecisionPoint Financial
Arizona
$14.4K -$18.9K -58 -57%
LAM
3054
Lummis Asset Management
Texas
$14.4K
FCG
3055
Financial Connections Group
California
$14K -$6.84K -22 -33%
NL
3056
NVWM LLC
Pennsylvania
$13.4K -$1.3M -4,159 -99%
GWSA
3057
Global Wealth Strategies & Associates
Colorado
$13.4K -$14.7K -47 -52%
KWM
3058
Kiker Wealth Management
Georgia
$13.4K -$7.18K -23 -35%
PWA
3059
Principia Wealth Advisory
Texas
$13.4K +$3.74K +12 +39%
TC
3060
Tacita Capital
Ontario, Canada
$13.1K -$21.8K -70 -63%
MAWAG
3061
Mid-American Wealth Advisory Group
Missouri
$13.1K +$13.1K +42 New
CFS
3062
CGC Financial Services
Oregon
$12.8K -$1.25K -4 -9%
CWM
3063
CarsonAllaria Wealth Management
Illinois
$12.3K -$10.4K -33 -46%
GC
3064
GFG Capital
Florida
$12.2K +$12.2K +39 New
RFA
3065
Reyes Financial Architecture
California
$11.3K -$221K -706 -95%
OSNBOA
3066
Old Second National Bank of Aurora
Illinois
$10.9K -$151K -484 -93%
IMC
3067
Investment Management Corporation
Virginia
$10.8K -$16K -52 -60%
RWM
3068
RMG Wealth Management
Wisconsin
$10.8K +$10.8K +38 New
IA
3069
IFS Advisors
Kansas
$10.5K
CFG
3070
Chapman Financial Group
Hawaii
$10.3K +$10.3K +33 New
FG
3071
Fairman Group
Pennsylvania
$10.3K -$18.4K -59 -64%
CFS
3072
Compass Financial Services
Iowa
$9.67K
MBFW
3073
Morton Brown Family Wealth
Pennsylvania
$9.67K +$5.3K +17 +121%
CW
3074
Curio Wealth
Maryland
$9.35K +$9.04K +29 +2,900%
ACM
3075
Anfield Capital Management
California
$8.74K +$936 +3 +12%