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UnitedHealth

3,116 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 271 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
3,116
Holders Change
-439
Holders Change %
-12.35%
% 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
271
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 %
SFM
3476
Signet Financial Management
New Jersey
-$324K -619 Closed
CAM
3477
Covenant Asset Management
New Jersey
-$324K -619 Closed
FCA
3478
Fortis Capital Advisors
Kansas
-$324K -619 Closed
ZF
3479
Zhang Financial
Michigan
-$320K -611 Closed
YCG
3480
Yeomans Consulting Group
Georgia
-$320K -611 Closed
KBFS
3481
Kohmann Bosshard Financial Services
Ohio
-$318K -608 Closed
GSIS
3482
Global Strategic Investment Solutions
Arizona
-$318K -607 Closed
IWM
3483
Integris Wealth Management
California
-$318K -607 Closed
WA
3484
WBH Advisory
Maryland
-$317K -606 Closed
CCM
3485
Coerente Capital Management
Ontario, Canada
-$317K -605 Closed
HA
3486
Helium Advisors
Washington
-$317K -605 Closed
OPWM
3487
Oakwell Private Wealth Management
Texas
-$317K -605 Closed
SGWM
3488
Sterling Group Wealth Management
California
-$316K -604 Closed
SWM
3489
SK Wealth Management
Rhode Island
-$257K -603 Closed
WSWA
3490
Warren Street Wealth Advisors
California
-$315K -602 Closed
GAM
3491
Gemmer Asset Management
California
-$314K -599 Closed
OFS
3492
Oldfather Financial Services
Nebraska
-$313K -598 Closed
MWA
3493
Muirfield Wealth Advisors
North Carolina
-$313K -597 Closed
MTC
3494
McDaniel Terry & Co
Texas
-$313K -597 Closed
FCFC
3495
First Citizens Financial Corp
Iowa
-$312K -595 Closed
MAM
3496
Mainsail Asset Management
Alabama
-$309K -590 Closed
FI
3497
Financial Insights
Washington
-$309K -590 Closed
6F
3498
626 Financial
Michigan
-$306K -583 Closed
AIM
3499
Aspen Investment Management
Michigan
-$305K -582 Closed
JC
3500
JBGlobal.com
New York
-$305K -582 Closed