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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 %
PA
3626
Promethium Advisors
Maryland
-$246K -469 Closed
EFG
3627
Embree Financial Group
Illinois
-$242K -463 Closed
BAWM
3628
Bennett Associates Wealth Management
Pennsylvania
-$242K -462 Closed
PAG
3629
Powers Advisory Group
Illinois
-$242K -461 Closed
PIN
3630
Prudent Investors Network
California
-$241K -461 Closed
KCFA
3631
Key Client Fiduciary Advisors
New Jersey
-$240K -459 Closed
MA
3632
MAS Advisors
Florida
-$240K -459 Closed
BIP
3633
Blue Investment Partners
California
-$238K -455 Closed
AWM
3634
Aberdeen Wealth Management
Illinois
-$238K -455 Closed
FHB
3635
First Hawaiian Bank
Hawaii
-$237K -453 Closed
W
3636
Wealthquest
Ohio
-$236K -450 Closed
HH
3637
HWG Holdings
Texas
-$235K -448 Closed
SWM
3638
Shakespeare Wealth Management
Wisconsin
-$234K -447 Closed
VPP
3639
Vertex Planning Partners
Illinois
-$234K -447 Closed
VAM
3640
Verity Asset Management
North Carolina
-$233K -445 Closed
NPI
3641
New Perspectives Inc
Mississippi
-$233K -444 Closed
SEP
3642
Southland Equity Partners
Missouri
-$232K -443 Closed
CI
3643
Carroll Investors
South Carolina
-$230K -443 Closed
BBW
3644
Blue Barn Wealth
Utah
-$231K -442 Closed
GCM
3645
Gallacher Capital Management
Colorado
-$231K -441 Closed
WFA
3646
Websterrogers Financial Advisors
South Carolina
-$230K -440 Closed
RFP
3647
Roth Financial Partners
Texas
-$228K -435 Closed
PFC
3648
Phocas Financial Corp
California
-$228K -435 Closed
PMG
3649
ProVise Management Group
Florida
-$227K -434 Closed
FF
3650
Francis Financial
-$226K -432 Closed