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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 %
IIM
3426
Ipswich Investment Management
Massachusetts
-$391K -747 Closed
CA
3427
CSM Advisors
Pennsylvania
-$390K -746 Closed
SFS
3428
Symphony Financial Services
Ohio
-$388K -741 Closed
EWM
3429
Elevatus Welath Management
New York
-$387K -740 Closed
BMA
3430
Brooks Moore & Associates
Tennessee
-$386K -737 Closed
CNBOF
3431
City National Bank of Florida
Florida
-$385K -735 Closed
TA
3432
Tectonic Advisors
Texas
-$385K -735 Closed
HC
3433
Hamilton Capital
Ohio
-$384K -733 Closed
BWA
3434
BlueSky Wealth Advisors
North Carolina
-$381K -728 Closed
HA
3435
Harfst & Associates
Wyoming
-$367K -701 Closed
BCM
3436
Bayesian Capital Management
New York
-$367K -700 Closed
NWM
3437
Northwest Wealth Management
Iowa
-$367K -700 Closed
BPFA
3438
Barnes Pettey Financial Advisors
Mississippi
-$367K -700 Closed
FSA
3439
Fort Sheridan Advisors
Illinois
-$366K -699 Closed
TC
3440
Trilogy Capital
California
-$364K -695 Closed
WWM
3441
Waterway Wealth Management
Texas
-$364K -694 Closed
RFA
3442
RTD Financial Advisors
Pennsylvania
-$362K -692 Closed
PCA
3443
Purkiss Capital Advisors
Connecticut
-$362K -692 Closed
MAM
3444
Milestone Asset Management
Pennsylvania
-$363K -692 Closed
VWMG
3445
Virginia Wealth Management Group
Virginia
-$362K -691 Closed
SFS
3446
Sharp Financial Services
Pennsylvania
-$359K -685 Closed
EFG
3447
Elm3 Financial Group
Georgia
-$357K -681 Closed
SSWM
3448
Strait & Sound Wealth Management
California
-$353K -673 Closed
LIM
3449
Lathrop Investment Management
Arkansas
-$351K -670 Closed
Winslow Capital Management
3450
Winslow Capital Management
Minnesota
-$350K -668 Closed