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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 %
AFC
3501
AFT Forsyth & Company
Florida
-$303K -579 Closed
C1AG
3502
Client 1st Advisory Group
Florida
-$303K -578 Closed
RBWA
3503
RFG - Bristol Wealth Advisors
Massachusetts
-$301K -575 Closed
ACA
3504
Affinity Capital Advisors
California
-$345K -575 Closed
MKC
3505
M. Kraus & Co
Vermont
-$301K -575 Closed
1WM
3506
1858 Wealth Management
Ohio
-$301K -574 Closed
AFS
3507
Axiom Financial Strategies
Indiana
-$301K -574 Closed
LWM
3508
Lionshead Wealth Management
New York
-$297K -568 Closed
LI
3509
LVZ Inc
Michigan
-$297K -568 Closed
FFG
3510
First Financial Group
North Carolina
-$297K -567 Closed
FPW
3511
Flywheel Private Wealth
California
-$297K -567 Closed
BMM
3512
Berkshire Money Management
Massachusetts
-$296K -566 Closed
HTWM
3513
Hartmann Taylor Wealth Management
Texas
-$295K -564 Closed
CCA
3514
Cottonwood Capital Advisors
Utah
-$295K -563 Closed
GCM
3515
G2 Capital Management
Ohio
-$295K -562 Closed
EA
3516
Echo45 Advisors
California
-$294K -561 Closed
WI
3517
Wedgewood Investors
Pennsylvania
-$294K -561 Closed
AC
3518
AWM Capital
Arizona
-$294K -561 Closed
FWM
3519
Forza Wealth Management
Florida
-$293K -560 Closed
TIA
3520
Tandem Investment Advisors
South Carolina
-$293K -559 Closed
RA
3521
Riversedge Advisors
Delaware
-$292K -558 Closed
PFM
3522
Phillips Financial Management
Indiana
-$292K -558 Closed
OBGC
3523
O'Brien Greene & Co
Pennsylvania
-$292K -557 Closed
FWM
3524
Foguth Wealth Management
Michigan
-$292K -557 Closed
BHBT
3525
Burke & Herbert Bank & Trust
Virginia
-$291K -556 Closed