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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 %
TL
3201
Tradewinds LLC
North Carolina
-$6.95M -13,271 Closed
APWM
3202
Argonautica Private Wealth Management
Massachusetts
-$6.78M -12,953 Closed
APSI
3203
Asset Planning Services Inc
Louisiana
-$6.52M -12,440 Closed
NF
3204
Nikulski Financial
Iowa
-$6.36M -12,148 Closed
AT
3205
American Trust
Kentucky
-$6.11M -11,657 Closed
WAM
3206
Weatherly Asset Management
California
-$6.03M -11,509 Closed
SEEDPG
3207
S.E.E.D. Planning Group
New York
-$5.99M -11,433 Closed
ACM
3208
Ayrshire Capital Management
Connecticut
-$5.98M -11,424 Closed
LA
3209
Legacy Advisors
Pennsylvania
-$5.97M -11,397 Closed
SPG
3210
Strategic Planning Group
Utah
-$5.72M -10,918 Closed
DWM
3211
Dynasty Wealth Management
Florida
-$5.59M -10,771 Closed
CCM
3212
Cinctive Capital Management
New York
-$5.51M -10,514 Closed
CCM
3213
Carderock Capital Management
Maryland
-$5.43M -10,361 Closed
WP
3214
Wedgewood Partners
Missouri
-$3.17M -10,302 Closed
ARG
3215
Advisory Resource Group
Oklahoma
-$5.15M -9,840 Closed
TCCM
3216
Timber Creek Capital Management
Massachusetts
-$5.06M -9,655 Closed
JGCM
3217
Joseph Group Capital Management
Ohio
-$4.96M -9,477 Closed
SP
3218
SIH Partners
Delaware
-$4.96M -9,466 Closed
PAP
3219
Persistent Asset Partners
Hong Kong
-$4.9M -9,351 Closed
NCM
3220
Nelson Capital Management
California
-$4.78M -9,121 Closed
ACM
3221
Alcosta Capital Management
California
-$4.52M -8,638 Closed
CCG
3222
Cypress Capital Group
Florida
-$4.5M -8,585 Closed
IA
3223
IFC Advisors
California
-$4.43M -8,454 Closed
OAM
3224
Occidental Asset Management
California
-$4.38M -8,358 Closed
TI
3225
Trexquant Investment
Connecticut
-$4.35M -8,309 Closed