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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 %
MHIP
3101
Mountain Hill Investment Partners
New Jersey
$3.12K
FPB
3102
First PREMIER Bank
South Dakota
$3K -$75K -225 -96%
VWM
3103
Valley Wealth Managers
New Jersey
$2.81K -$352K -1,127 -99%
BFS
3104
Bare Financial Services
Pennsylvania
$2.81K +$2.81K +9 New
CWA
3105
Carolina Wealth Advisors
South Carolina
$2.5K
HIA
3106
HFM Investment Advisors
New Jersey
$2.18K +$624 +2 +40%
LB
3107
Legacy Bridge
Iowa
$2.18K +$2.18K +7 New
SC
3108
Sawyer & Company
Massachusetts
$2K +$2K +6 New
SC
3109
Swan Capital
Florida
$1.87K +$1.87K +6 New
OCM
3110
Orion Capital Management
California
$1.25K -$42.1K -135 -97%
BGWM
3111
Bridge Generations Wealth Management
Florida
$1.25K
VIM
3112
VELA Investment Management
Ohio
$1.25K +$1.25K +4 New
DRP
3113
Decker Retirement Planning
Utah
$1.25K +$1.25K +4 New
FS
3114
Financially Speaking
Colorado
$1.25K +$1.25K +4 New
BIM
3115
Breakwater Investment Management
Washington
$936
HI
3116
Hoey Investments
Pennsylvania
$936 +$936 +3 New
WW
3117
Winnow Wealth
Texas
$624 -$8.42K -27 -93%
MWM
3118
MorganRosel Wealth Management
Colorado
$624
AAG
3119
Accordant Advisory Group
Maryland
$624 +$624 +2 New
WOC
3120
West Oak Capital
California
$390
Viking Global Investors
3121
Viking Global Investors
Connecticut
-$1.12B -2,137,806 Closed
PTC
3122
Provident Trust Company
Wisconsin
-$324M -619,376 Closed
SIM
3123
SRS Investment Management
New York
-$307M -586,729 Closed
FPP
3124
Findlay Park Partners
United Kingdom
-$301M -575,626 Closed
BGIM
3125
Brandywine Global Investment Management
Pennsylvania
-$290M -553,211 Closed