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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 %
MAG
3476
M3 Advisory Group
Massachusetts
-$326K -623 Closed
SFM
3477
Signet Financial Management
New Jersey
-$324K -619 Closed
CAM
3478
Covenant Asset Management
New Jersey
-$324K -619 Closed
FCA
3479
Fortis Capital Advisors
Kansas
-$324K -619 Closed
ZF
3480
Zhang Financial
Michigan
-$320K -611 Closed
YCG
3481
Yeomans Consulting Group
Georgia
-$320K -611 Closed
KBFS
3482
Kohmann Bosshard Financial Services
Ohio
-$318K -608 Closed
GSIS
3483
Global Strategic Investment Solutions
Arizona
-$318K -607 Closed
IWM
3484
Integris Wealth Management
California
-$318K -607 Closed
WA
3485
WBH Advisory
Maryland
-$317K -606 Closed
CCM
3486
Coerente Capital Management
Ontario, Canada
-$317K -605 Closed
HA
3487
Helium Advisors
Washington
-$317K -605 Closed
OPWM
3488
Oakwell Private Wealth Management
Texas
-$317K -605 Closed
SGWM
3489
Sterling Group Wealth Management
California
-$316K -604 Closed
SWM
3490
SK Wealth Management
Rhode Island
-$257K -603 Closed
WSWA
3491
Warren Street Wealth Advisors
California
-$315K -602 Closed
GAM
3492
Gemmer Asset Management
California
-$314K -599 Closed
OFS
3493
Oldfather Financial Services
Nebraska
-$313K -598 Closed
MWA
3494
Muirfield Wealth Advisors
North Carolina
-$313K -597 Closed
MTC
3495
McDaniel Terry & Co
Texas
-$313K -597 Closed
FCFC
3496
First Citizens Financial Corp
Iowa
-$312K -595 Closed
MAM
3497
Mainsail Asset Management
Alabama
-$309K -590 Closed
FI
3498
Financial Insights
Washington
-$309K -590 Closed
6F
3499
626 Financial
Michigan
-$306K -583 Closed
AIM
3500
Aspen Investment Management
Michigan
-$305K -582 Closed