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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 %
CWA
3376
Canvas Wealth Advisors
Kansas
-$413K -966 Closed
TWP
3377
Tower Wealth Partners
Pennsylvania
-$506K -966 Closed
SPI
3378
Sutton Place Investors
New York
-$501K -956 Closed
WCM
3379
Washburn Capital Management
Florida
-$500K -955 Closed
AWCI
3380
Alpine Woods Capital Investors
New York
-$500K -954 Closed
FCM
3381
Fortis Capital Management
Washington
-$491K -937 Closed
SCA
3382
Sandy Cove Advisors
Massachusetts
-$489K -933 Closed
OAS
3383
Optivise Advisory Services
Tennessee
-$487K -930 Closed
SW
3384
StrongBox Wealth
Missouri
-$487K -929 Closed
TAM
3385
Townsend Asset Management
North Carolina
-$484K -923 Closed
WCF
3386
West Coast Financial
California
-$481K -919 Closed
WIA
3387
Wealthedge Investment Advisors
New York
-$478K -911 Closed
PD
3388
Planning Directions
Pennsylvania
-$476K -909 Closed
CWA
3389
Centennial Wealth Advisory
Michigan
-$475K -906 Closed
AAMC
3390
Asset Allocation & Management Company
Illinois
-$471K -900 Closed
IWP
3391
Innova Wealth Partners
Pennsylvania
-$467K -892 Closed
BBP
3392
Banco BTG Pactual
Brazil
-$464K -886 Closed
GIA
3393
Guyasuta Investment Advisors
Pennsylvania
-$464K -886 Closed
WWG
3394
West Wealth Group
California
-$462K -882 Closed
EL
3395
Essex LLC
Illinois
-$459K -877 Closed
EWA
3396
Etesian Wealth Advisors
Oregon
-$456K -870 Closed
HCM
3397
Howland Capital Management
Massachusetts
-$454K -867 Closed
BBI
3398
Baxter Bros Inc
Connecticut
-$450K -860 Closed
OFG
3399
OmniStar Financial Group
North Carolina
-$450K -858 Closed
AWG
3400
Altus Wealth Group
Colorado
-$448K -855 Closed