UNH icon

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 %
EPW
3401
Endeavor Private Wealth
Kansas
-$437K -834 Closed
PBO
3402
Peoples Bank (Ohio)
Ohio
-$433K -826 Closed
JAG
3403
Journey Advisory Group
Kentucky
-$431K -824 Closed
LT
3404
Legacy Trust
Michigan
-$429K -820 Closed
BF
3405
Brogan Financial
Tennessee
-$429K -819 Closed
WEG
3406
World Equity Group
Illinois
-$438K -816 Closed
WI
3407
Westbourne Investments
Virginia
-$427K -815 Closed
CF
3408
Claris Financial
Virginia
-$404K -798 Closed
TFF
3409
The Family Firm
Maryland
-$418K -798 Closed
NO
3410
Ninety One
South Africa
-$418K -798 Closed
MWP
3411
Meridian Wealth Partners
Pennsylvania
-$413K -789 Closed
SAM
3412
Strive Asset Management
Ohio
-$413K -789 Closed
HCP
3413
Hexagon Capital Partners
Arkansas
-$413K -788 Closed
CWP
3414
Curated Wealth Partners
California
-$412K -786 Closed
KOCAA
3415
Knights of Columbus Asset Advisors
Connecticut
-$412K -786 Closed
WF
3416
Wayfinding Financial
Washington
-$405K -773 Closed
DWM
3417
DecisionMap Wealth Management
Virginia
-$401K -766 Closed
WB
3418
West Bancorporation
Iowa
-$400K -763 Closed
MWA
3419
Motive Wealth Advisors
Michigan
-$400K -763 Closed
BST
3420
Bath Savings Trust
Maine
-$399K -761 Closed
FCB
3421
First County Bank
Connecticut
-$395K -754 Closed
MFA
3422
Morling Financial Advisors
California
-$394K -753 Closed
CWM
3423
Cherrydale Wealth Management
New Jersey
-$393K -751 Closed
CWM
3424
Concentrum Wealth Management
California
-$393K -751 Closed
RMCM
3425
Reynders McVeigh Capital Management
Massachusetts
-$393K -750 Closed