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UnitedHealth

3,114 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 270 funds opening new positions, 1,266 increasing their positions, 1,408 reducing their positions, and 643 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,114
Holders Change
-440
Holders Change %
-12.38%
% of All Funds
41.77%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
270
Increased
1,266
Reduced
1,408
Closed
643
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
PIN
3626
Prudent Investors Network
California
-$241K -461 Closed
PAG
3627
Powers Advisory Group
Illinois
-$242K -461 Closed
KCFA
3628
Key Client Fiduciary Advisors
New Jersey
-$240K -459 Closed
MA
3629
MAS Advisors
Florida
-$240K -459 Closed
BIP
3630
Blue Investment Partners
California
-$238K -455 Closed
AWM
3631
Aberdeen Wealth Management
Illinois
-$238K -455 Closed
FHB
3632
First Hawaiian Bank
Hawaii
-$237K -453 Closed
W
3633
Wealthquest
Ohio
-$236K -450 Closed
HH
3634
HWG Holdings
Texas
-$235K -448 Closed
SWM
3635
Shakespeare Wealth Management
Wisconsin
-$234K -447 Closed
VPP
3636
Vertex Planning Partners
Illinois
-$234K -447 Closed
VAM
3637
Verity Asset Management
North Carolina
-$233K -445 Closed
NPI
3638
New Perspectives Inc
Mississippi
-$233K -444 Closed
SEP
3639
Southland Equity Partners
Missouri
-$232K -443 Closed
CI
3640
Carroll Investors
South Carolina
-$230K -443 Closed
BBW
3641
Blue Barn Wealth
Utah
-$231K -442 Closed
GCM
3642
Gallacher Capital Management
Colorado
-$231K -441 Closed
WFA
3643
Websterrogers Financial Advisors
South Carolina
-$230K -440 Closed
PFC
3644
Phocas Financial Corp
California
-$228K -435 Closed
RFP
3645
Roth Financial Partners
Texas
-$228K -435 Closed
PMG
3646
ProVise Management Group
Florida
-$227K -434 Closed
2L
3647
25 LLC
Missouri
-$226K -432 Closed
FF
3648
Francis Financial
-$226K -432 Closed
AFP
3649
Alpha Financial Partners
Kentucky
-$226K -431 Closed
W
3650
WPWealth
Texas
-$226K -431 Closed