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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 %
PWA
3326
Phoenix Wealth Advisors
North Carolina
-$891K -1,701 Closed
SHFP
3327
Second Half Financial Partners
Florida
-$878K -1,677 Closed
PG
3328
Proffitt & Goodson
Tennessee
-$862K -1,646 Closed
PSP
3329
Principal Street Partners
Tennessee
-$835K -1,593 Closed
CD
3330
Chapin Davis
Maryland
-$830K -1,584 Closed
C
3331
Croban
Ohio
-$818K -1,562 Closed
PW
3332
Pandora Wealth
Illinois
-$806K -1,539 Closed
MFA
3333
McClarren Financial Advisors
Pennsylvania
-$217K -1,537 Closed
EFI
3334
EHP Funds Inc
Canada
-$786K -1,500 Closed
FA
3335
Fermata Advisors
California
-$777K -1,483 Closed
KC
3336
Knuff & Co
California
-$755K -1,441 Closed
KCM
3337
KRS Capital Management
Michigan
-$752K -1,437 Closed
FH
3338
FWG Holdings
Florida
-$579K -1,414 Closed
AIP
3339
Arrowpoint Investment Partners
Singapore
-$733K -1,400 Closed
PFU
3340
Parus Finance (UK)
United Kingdom
-$721K -1,377 Closed
SMH
3341
Sanders Morris Harris
Texas
-$715K -1,367 Closed
LGA
3342
Lebenthal Global Advisors
New York
-$700K -1,336 Closed
MCM
3343
Monument Capital Management
Virginia
-$678K -1,294 Closed
FC
3344
Farringdon Capital
United Kingdom
-$677K -1,293 Closed
CCC
3345
Compass Capital Corp
Massachusetts
-$597K -1,285 Closed
WG
3346
Wealth Group
North Carolina
-$671K -1,282 Closed
TA
3347
TFB Advisors
Kansas
-$666K -1,272 Closed
IP
3348
Ignite Planners
California
-$505K -1,261 Closed
BFS
3349
Bard Financial Services
Connecticut
-$652K -1,245 Closed
WFMPM
3350
Woodley Farra Manion Portfolio Management
Indiana
-$629K -1,201 Closed