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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 %
SA
3451
Stewardship Advisors
Pennsylvania
-$347K -663 Closed
VCP
3452
Vista Capital Partners
Oregon
-$347K -663 Closed
WJA
3453
Willis Johnson & Associates
Texas
-$344K -656 Closed
WAM
3454
Walker Asset Management
Missouri
-$342K -654 Closed
EWM
3455
Endowment Wealth Management
Wisconsin
-$341K -650 Closed
CWMS
3456
Cannon Wealth Management Services
North Carolina
-$254K -649 Closed
NI
3457
NDVR Inc
Massachusetts
-$338K -646 Closed
HCM
3458
Hall Capital Management
Rhode Island
-$337K -644 Closed
WPW
3459
Watershed Private Wealth
Illinois
-$333K -636 Closed
NAM
3460
NTV Asset Management
West Virginia
-$333K -636 Closed
CPRC
3461
Consolidated Portfolio Review Corp
New York
-$333K -636 Closed
MWM
3462
MinichMacGregor Wealth Management
New York
-$333K -636 Closed
WCWM
3463
Wooster Corthell Wealth Management
Connecticut
-$333K -635 Closed
RFG
3464
Range Financial Group
Oregon
-$332K -634 Closed
IAP
3465
Indie Asset Partners
Indiana
-$331K -633 Closed
PCP
3466
Panoramic Capital Partners
Oregon
-$350K -632 Closed
RRWA
3467
Rainey & Randall Wealth Advisors
Florida
-$329K -628 Closed
NG
3468
Northstar Group
New York
-$329K -628 Closed
MM
3469
MQS Management
New York
-$328K -627 Closed
SWM
3470
Seed Wealth Management
Illinois
-$328K -627 Closed
D
3471
Dentgroup
Louisiana
-$327K -625 Closed
AIMC
3472
Alley Investment Management Company
Illinois
-$328K -625 Closed
CWA
3473
CJM Wealth Advisers
Virginia
-$327K -624 Closed
PA
3474
Probity Advisors
Texas
-$327K -624 Closed
CST
3475
Charles Schwab Trust
Nevada
-$326K -623 Closed