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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 %
MWM
3301
MFG Wealth Management
Indiana
-$1.17M -2,237 Closed
MWM
3302
Mattern Wealth Management
Kansas
-$1.16M -2,213 Closed
CC
3303
Centiva Capital
New York
-$1.16M -2,212 Closed
CCA
3304
Catalyst Capital Advisors
New York
-$1.15M -2,196 Closed
FC
3305
Forte Capital
New York
-$1.12M -2,139 Closed
N
3306
Numerai
California
-$1.1M -2,097 Closed
CWP
3307
Core Wealth Partners
California
-$1.1M -2,093 Closed
FCA
3308
FLC Capital Advisors
California
-$1.09M -2,073 Closed
PIP
3309
Peachtree Investment Partners
Florida
-$1.07M -2,047 Closed
CWC
3310
Carolinas Wealth Consulting
North Carolina
-$1.07M -2,046 Closed
AMCA
3311
Arthur M. Cohen & Associates
Illinois
-$1.07M -2,041 Closed
SRL
3312
Scientech Research LLC
New Jersey
-$1.07M -2,034 Closed
PP
3313
Postrock Partners
Oregon
-$1.04M -1,985 Closed
I
3314
InceptionR
California
-$1.04M -1,981 Closed
PI
3315
Parkside Investments
Illinois
-$1.04M -1,978 Closed
ISWM
3316
Independent Solutions Wealth Management
New York
-$1.02M -1,944 Closed
CP
3317
Cumberland Partners
Ontario, Canada
-$1.01M -1,920 Closed
KLCM
3318
KG&L Capital Management
Louisiana
-$996K -1,902 Closed
OHWP
3319
Oak Harbor Wealth Partners
North Carolina
-$991K -1,892 Closed
TCWM
3320
Total Clarity Wealth Management
Illinois
-$944K -1,867 Closed
FC
3321
Fjell Capital
North Dakota
-$974K -1,860 Closed
LAIC
3322
Lederer & Associates Investment Counsel
California
-$973K -1,857 Closed
AAIM
3323
Asset Advisors Investment Management
Georgia
-$963K -1,838 Closed
MAM
3324
MWA Asset Management
Massachusetts
-$958K -1,829 Closed
CAM
3325
Campion Asset Management
Virginia
-$915K -1,747 Closed