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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 %
WKSWA
3351
White Knight Strategic Wealth Advisors
New Jersey
-$612K -1,168 Closed
CFMC
3352
Curbstone Financial Management Corp
New Hampshire
-$610K -1,164 Closed
LWM
3353
Lyell Wealth Management
California
-$608K -1,161 Closed
BWS
3354
Broadway Wealth Solutions
Texas
-$603K -1,151 Closed
GSWA
3355
Good Steward Wealth Advisors
Tennessee
-$598K -1,141 Closed
OFW
3356
Omnia Family Wealth
Florida
-$589K -1,125 Closed
OWCM
3357
One Wealth Capital Management
Arizona
-$574K -1,096 Closed
CC
3358
Cornerstone Capital
California
-$572K -1,092 Closed
PFA
3359
Pathway Financial Advisors
Vermont
-$569K -1,087 Closed
MCM
3360
Mendel Capital Management
Arkansas
-$563K -1,075 Closed
OPCM
3361
Osborne Partners Capital Management
California
-$558K -1,066 Closed
NICM
3362
Neo Ivy Capital Management
New York
-$557K -1,064 Closed
TCM
3363
Tuttle Capital Management
Connecticut
-$555K -1,060 Closed
DWG
3364
Darden Wealth Group
Michigan
-$552K -1,054 Closed
PG
3365
Prostatis Group
Maryland
-$548K -1,047 Closed
PWP
3366
Private Wealth Partners
California
-$544K -1,038 Closed
AIM
3367
Alhambra Investment Management
Florida
-$543K -1,036 Closed
CI
3368
Corient IA
Florida
-$524K -1,000 Closed
CCAM
3369
Codex Capital Asset Management
Texas
-$524K -1,000 Closed
DCM
3370
Dimension Capital Management
Florida
-$519K -990 Closed
GPW
3371
Gentry Private Wealth
Kansas
-$517K -988 Closed
SFS
3372
Security Financial Services
Indiana
-$515K -984 Closed
SICM
3373
Sustainable Insight Capital Management
New York
-$514K -981 Closed
IFPG
3374
Intrepid Financial Planning Group
Indiana
-$510K -974 Closed
CWA
3375
Canvas Wealth Advisors
Kansas
-$413K -966 Closed