UNH icon

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 %
MWM
3301
Mattern Wealth Management
Kansas
-$1.16M -2,213 Closed
CC
3302
Centiva Capital
New York
-$1.16M -2,212 Closed
CCA
3303
Catalyst Capital Advisors
New York
-$1.15M -2,196 Closed
FC
3304
Forte Capital
New York
-$1.12M -2,139 Closed
N
3305
Numerai
California
-$1.1M -2,097 Closed
CWP
3306
Core Wealth Partners
California
-$1.1M -2,093 Closed
FCA
3307
FLC Capital Advisors
California
-$1.09M -2,073 Closed
PIP
3308
Peachtree Investment Partners
Florida
-$1.07M -2,047 Closed
CWC
3309
Carolinas Wealth Consulting
North Carolina
-$1.07M -2,046 Closed
AMCA
3310
Arthur M. Cohen & Associates
Illinois
-$1.07M -2,041 Closed
SRL
3311
Scientech Research LLC
New Jersey
-$1.07M -2,034 Closed
PP
3312
Postrock Partners
Oregon
-$1.04M -1,985 Closed
I
3313
InceptionR
California
-$1.04M -1,981 Closed
PI
3314
Parkside Investments
Illinois
-$1.04M -1,978 Closed
ISWM
3315
Independent Solutions Wealth Management
New York
-$1.02M -1,944 Closed
CP
3316
Cumberland Partners
Ontario, Canada
-$1.01M -1,920 Closed
KLCM
3317
KG&L Capital Management
Louisiana
-$996K -1,902 Closed
OHWP
3318
Oak Harbor Wealth Partners
North Carolina
-$991K -1,892 Closed
TCWM
3319
Total Clarity Wealth Management
Illinois
-$944K -1,867 Closed
FC
3320
Fjell Capital
North Dakota
-$974K -1,860 Closed
LAIC
3321
Lederer & Associates Investment Counsel
California
-$973K -1,857 Closed
AAIM
3322
Asset Advisors Investment Management
Georgia
-$963K -1,838 Closed
MAM
3323
MWA Asset Management
Massachusetts
-$958K -1,829 Closed
CAM
3324
Campion Asset Management
Virginia
-$915K -1,747 Closed
PWA
3325
Phoenix Wealth Advisors
North Carolina
-$891K -1,701 Closed