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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 %
TWP
3376
Tower Wealth Partners
Pennsylvania
-$506K -966 Closed
SPI
3377
Sutton Place Investors
New York
-$501K -956 Closed
WCM
3378
Washburn Capital Management
Florida
-$500K -955 Closed
AWCI
3379
Alpine Woods Capital Investors
New York
-$500K -954 Closed
FCM
3380
Fortis Capital Management
Washington
-$491K -937 Closed
SCA
3381
Sandy Cove Advisors
Massachusetts
-$489K -933 Closed
OAS
3382
Optivise Advisory Services
Tennessee
-$487K -930 Closed
SW
3383
StrongBox Wealth
Missouri
-$487K -929 Closed
TAM
3384
Townsend Asset Management
North Carolina
-$484K -923 Closed
WCF
3385
West Coast Financial
California
-$481K -919 Closed
WIA
3386
Wealthedge Investment Advisors
New York
-$478K -911 Closed
PD
3387
Planning Directions
Pennsylvania
-$476K -909 Closed
CWA
3388
Centennial Wealth Advisory
Michigan
-$475K -906 Closed
AAMC
3389
Asset Allocation & Management Company
Illinois
-$471K -900 Closed
IWP
3390
Innova Wealth Partners
Pennsylvania
-$467K -892 Closed
GIA
3391
Guyasuta Investment Advisors
Pennsylvania
-$464K -886 Closed
BBP
3392
Banco BTG Pactual
Brazil
-$464K -886 Closed
WWG
3393
West Wealth Group
California
-$462K -882 Closed
EL
3394
Essex LLC
Illinois
-$459K -877 Closed
EWA
3395
Etesian Wealth Advisors
Oregon
-$456K -870 Closed
HCM
3396
Howland Capital Management
Massachusetts
-$454K -867 Closed
BBI
3397
Baxter Bros Inc
Connecticut
-$450K -860 Closed
OFG
3398
OmniStar Financial Group
North Carolina
-$450K -858 Closed
AWG
3399
Altus Wealth Group
Colorado
-$448K -855 Closed
SWM
3400
Salvus Wealth Management
New Jersey
-$444K -848 Closed