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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 %
BBA
3676
BLB&B Advisors
Pennsylvania
-$219K -419 Closed
FFS
3677
Fortress Financial Solutions
Arizona
-$219K -418 Closed
SFG
3678
Synergy Financial Group
California
-$218K -416 Closed
TWM
3679
TriaGen Wealth Management
California
-$217K -414 Closed
AWA
3680
Acorn Wealth Advisors
Michigan
-$217K -414 Closed
LRWA
3681
Long Run Wealth Advisors
New York
-$216K -413 Closed
VFPW
3682
Vantage Financial Partners (Wisconsin)
Wisconsin
-$215K -411 Closed
PPH
3683
Pure Portfolios Holdings
Oregon
-$215K -410 Closed
RIM
3684
Reliant Investment Management
Tennessee
-$214K -409 Closed
CCP
3685
Cushing Capital Partners
Wisconsin
-$214K -408 Closed
MWM
3686
Massachusetts Wealth Management
Massachusetts
-$213K -407 Closed
RC
3687
Rareview Capital
Nevada
-$212K -406 Closed
OA
3688
Oxbow Advisors
Texas
-$211K -403 Closed
DTC
3689
Davidson Trust Company
Washington
-$211K -403 Closed
WF
3690
Whelan Financial
California
-$211K -403 Closed
SFG
3691
Stonebridge Financial Group
Pennsylvania
-$211K -402 Closed
AWC
3692
Adamsbrown Wealth Consultants
Kansas
-$210K -401 Closed
AWAP
3693
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$210K -401 Closed
ACA
3694
Ascension Capital Advisors
Texas
-$210K -400 Closed
HCM
3695
Hodges Capital Management
Texas
-$5.04M -400 Closed
HCM
3696
Hutner Capital Management
Vermont
-$210K -400 Closed
MPW
3697
MGO Private Wealth
California
-$209K -399 Closed
LAM
3698
Lifestyle Asset Management
Texas
-$209K -399 Closed
FFWA
3699
Forthright Family Wealth Advisory
Texas
-$208K -397 Closed
SCM
3700
Sterneck Capital Management
Missouri
-$207K -395 Closed