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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 %
AF
3726
Abound Financial
California
-$186K -356 Closed
FWA
3727
FSC Wealth Advisors
New York
-$184K -351 Closed
FWP
3728
Fiduciary Wealth Partners
Massachusetts
-$151K -288 Closed
HBT
3729
Hills Bank & Trust
Iowa
-$146K -278 Closed
FLP
3730
Financial Life Planners
Arizona
-$127K -243 Closed
BWM
3731
Bernard Wealth Management
Michigan
-$110K -210 Closed
WAOTB
3732
Wealth Advisors of Tampa Bay
Florida
-$99.5K -190 Closed
WAG
3733
Wiser Advisor Group
Arizona
-$94.8K -181 Closed
1M
3734
1248 Management
Missouri
-$80.7K -154 Closed
RCA
3735
Runnymede Capital Advisors
Ohio
-$68.6K -131 Closed
GWM
3736
Guardian Wealth Management
Illinois
-$68.4K -130 Closed
AFS
3737
Anderson Financial Strategies
Ohio
-$60.7K -116 Closed
1L
3738
10Elms LLP
Oklahoma
-$54.5K -104 Closed
CCM
3739
Cloud Capital Management
Washington
-$53K -102 Closed
CSC
3740
Cove Street Capital
California
-$47.1K -90 Closed
RWM
3741
Ruedi Wealth Management
Illinois
-$45.8K -87 Closed
CWM
3742
Compass Wealth Management
Connecticut
-$41.9K -80 Closed
SCA
3743
Stuart Chaussee & Associates
California
-$31.9K -61 Closed
EI
3744
eCIO Inc
Wisconsin
-$29.9K -57 Closed
WFA
3745
West Financial Advisors
Iowa
-$28.8K -55 Closed
KSWA
3746
Kathleen S. Wright Associates
Pennsylvania
-$24.6K -47 Closed
MIM
3747
Marshall Investment Management
Colorado
-$15.6K -30 Closed
AWM
3748
Avondale Wealth Management
Texas
-$15.7K -30 Closed
FPF
3749
First Pacific Financial
Washington
-$14.1K -27 Closed
PPWM
3750
PFG Private Wealth Management
Florida
-$14.1K -27 Closed