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UnitedHealth

3,117 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, 1,267 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
-438
Holders Change %
-12.32%
% of All Funds
41.78%
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
1,267
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 %
IAS
3276
Investment Advisory Services
Texas
-$1.74M -3,331 Closed
AA
3277
Altman Advisors
Illinois
-$1.33M -3,232 Closed
RIP
3278
RAM Investment Partners
Washington
-$1.64M -3,130 Closed
BWP
3279
Burling Wealth Partners
Illinois
-$1.61M -3,082 Closed
WC
3280
Westhampton Capital
North Carolina
-$1.59M -3,032 Closed
CPC
3281
Cookson Peirce & Co
Pennsylvania
-$1.59M -3,030 Closed
QOP
3282
Quinn Opportunity Partners
Virginia
-$1.57M -3,000 Closed
HIC
3283
Hartline Investment Corp
Illinois
-$1.57M -2,994 Closed
FNBOMD
3284
First National Bank of Mount Dora
Florida
-$1.55M -2,959 Closed
TNBTD
3285
Trustmark National Bank Trust Department
Mississippi
-$1.52M -2,904 Closed
EAM
3286
EFG Asset Management
Oregon
-$1.49M -2,849 Closed
AG
3287
Algert Global
California
-$1.48M -2,823 Closed
MWM
3288
MGB Wealth Management
Texas
-$1.44M -2,791 Closed
LRWM
3289
Lord & Richards Wealth Management
Colorado
-$1.45M -2,772 Closed
JF
3290
JSF Financial
California
-$1.45M -2,762 Closed
TRIA
3291
Trail Ridge Investment Advisors
Colorado
-$1.43M -2,739 Closed
CIM
3292
Caldwell Investment Management
Ontario, Canada
-$1.38M -2,690 Closed
FW
3293
FullCircle Wealth
Texas
-$1.11M -2,639 Closed
EFL
3294
ERn Financial LLC
Wisconsin
-$1.38M -2,632 Closed
IP
3295
Intellectus Partners
California
-$1.34M -2,566 Closed
NAG
3296
Northstar Advisory Group
New Jersey
-$1.27M -2,430 Closed
AWA
3297
Alta Wealth Advisors
Massachusetts
-$1.26M -2,401 Closed
GLAM
3298
Gardner Lewis Asset Management
Pennsylvania
-$1.22M -2,330 Closed
ARC
3299
Advisor Resource Council
Texas
-$1.16M -2,327 Closed
MWM
3300
MFG Wealth Management
Indiana
-$1.17M -2,237 Closed