UNH icon

UnitedHealth

3,115 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, 1,266 increasing their positions, 1,408 reducing their positions, and 643 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,115
Holders Change
-439
Holders Change %
-12.35%
% 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
271
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 %
SFG
3676
Synergy Financial Group
California
-$218K -416 Closed
AWA
3677
Acorn Wealth Advisors
Michigan
-$217K -414 Closed
TWM
3678
TriaGen Wealth Management
California
-$217K -414 Closed
LRWA
3679
Long Run Wealth Advisors
New York
-$216K -413 Closed
VFPW
3680
Vantage Financial Partners (Wisconsin)
Wisconsin
-$215K -411 Closed
PPH
3681
Pure Portfolios Holdings
Oregon
-$215K -410 Closed
RIM
3682
Reliant Investment Management
Tennessee
-$214K -409 Closed
CCP
3683
Cushing Capital Partners
Wisconsin
-$214K -408 Closed
MWM
3684
Massachusetts Wealth Management
Massachusetts
-$213K -407 Closed
RC
3685
Rareview Capital
Nevada
-$212K -406 Closed
WF
3686
Whelan Financial
California
-$211K -403 Closed
DTC
3687
Davidson Trust Company
Washington
-$211K -403 Closed
OA
3688
Oxbow Advisors
Texas
-$211K -403 Closed
SFG
3689
Stonebridge Financial Group
Pennsylvania
-$211K -402 Closed
AWAP
3690
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$210K -401 Closed
AWC
3691
Adamsbrown Wealth Consultants
Kansas
-$210K -401 Closed
ACA
3692
Ascension Capital Advisors
Texas
-$210K -400 Closed
HCM
3693
Hutner Capital Management
Vermont
-$210K -400 Closed
HCM
3694
Hodges Capital Management
Texas
-$5.04M -400 Closed
MPW
3695
MGO Private Wealth
California
-$209K -399 Closed
LAM
3696
Lifestyle Asset Management
Texas
-$209K -399 Closed
FFWA
3697
Forthright Family Wealth Advisory
Texas
-$208K -397 Closed
SCM
3698
Sterneck Capital Management
Missouri
-$207K -395 Closed
CFO
3699
Collective Family Office
Pennsylvania
-$206K -394 Closed
LGW
3700
Leslie Global Wealth
Illinois
-$206K -393 Closed