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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 %
JC
3501
JBGlobal.com
New York
-$305K -582 Closed
AFC
3502
AFT Forsyth & Company
Florida
-$303K -579 Closed
C1AG
3503
Client 1st Advisory Group
Florida
-$303K -578 Closed
RBWA
3504
RFG - Bristol Wealth Advisors
Massachusetts
-$301K -575 Closed
ACA
3505
Affinity Capital Advisors
California
-$345K -575 Closed
MKC
3506
M. Kraus & Co
Vermont
-$301K -575 Closed
1WM
3507
1858 Wealth Management
Ohio
-$301K -574 Closed
AFS
3508
Axiom Financial Strategies
Indiana
-$301K -574 Closed
LWM
3509
Lionshead Wealth Management
New York
-$297K -568 Closed
LI
3510
LVZ Inc
Michigan
-$297K -568 Closed
FFG
3511
First Financial Group
North Carolina
-$297K -567 Closed
FPW
3512
Flywheel Private Wealth
California
-$297K -567 Closed
BMM
3513
Berkshire Money Management
Massachusetts
-$296K -566 Closed
HTWM
3514
Hartmann Taylor Wealth Management
Texas
-$295K -564 Closed
CCA
3515
Cottonwood Capital Advisors
Utah
-$295K -563 Closed
GCM
3516
G2 Capital Management
Ohio
-$295K -562 Closed
EA
3517
Echo45 Advisors
California
-$294K -561 Closed
WI
3518
Wedgewood Investors
Pennsylvania
-$294K -561 Closed
AC
3519
AWM Capital
Arizona
-$294K -561 Closed
FWM
3520
Forza Wealth Management
Florida
-$293K -560 Closed
TIA
3521
Tandem Investment Advisors
South Carolina
-$293K -559 Closed
RA
3522
Riversedge Advisors
Delaware
-$292K -558 Closed
PFM
3523
Phillips Financial Management
Indiana
-$292K -558 Closed
OBGC
3524
O'Brien Greene & Co
Pennsylvania
-$292K -557 Closed
FWM
3525
Foguth Wealth Management
Michigan
-$292K -557 Closed