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UnitedHealth

3,118 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
272
Increased
1,268
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 %
FL
1126
FreeGulliver LLC
Louisiana
$3.13M -$2.81K -9 -0.1%
SC
1127
Soundwatch Capital
Connecticut
$3.12M +$3.11M +334,956 +19,497%
WP
1128
WealthShield Partners
North Carolina
$3.12M +$334K +1,071 +12%
SWP
1129
Sagespring Wealth Partners
Tennessee
$3.1M -$1.93M -6,188 -38%
OL
1130
one8zero8 LLC
North Carolina
$3.1M +$452K +1,449 +17%
LBWM
1131
Left Brain Wealth Management
Illinois
$3.08M +$1.86M +5,954 +152%
DFG
1132
Dupree Financial Group
Kentucky
$3.08M +$3.08M +9,859 New
1IA
1133
1834 Investment Advisors
Wisconsin
$3.07M -$97.3K -312 -3%
WCM
1134
Weik Capital Management
Pennsylvania
$3.06M +$44.3K +142 +1%
MSFP
1135
Mark Sheptoff Financial Planning
Connecticut
$3.06M -$4.48M -14,346 -59%
SG
1136
StoneX Group
New York
$3.05M +$687K +2,201 +29%
DWM
1137
Diversify Wealth Management
Utah
$3.03M +$547K +2,091 +22%
EA
1138
Eclectic Associates
California
$3.03M -$72.1K -231 -2%
XT
1139
XTX Topco
Cayman Islands
$2.99M +$2.99M +9,595 New
PCM
1140
Penserra Capital Management
California
$2.99M +$593K +1,902 +25%
PPW
1141
PACK Private Wealth
Minnesota
$2.99M +$963K +3,087 +48%
MIA
1142
MainStreet Investment Advisors
Illinois
$2.98M -$297K -951 -9%
CWM
1143
Connecticut Wealth Management
Connecticut
$2.97M -$213K -682 -7%
EFS
1144
Essex Financial Services
Connecticut
$2.97M -$689K -2,210 -19%
RGF
1145
Retirement Guys Formula
Ohio
$2.97M +$1.25M +3,998 +73%
KIA
1146
KCM Investment Advisors
California
$2.96M -$900K -2,886 -23%
NSEDCP
1147
NJ State Employees Deferred Compensation Plan
New Jersey
$2.96M +$2.81M +9,000 +1,800%
ECM
1148
Estabrook Capital Management
New York
$2.96M -$1.67M -5,353 -36%
UHC
1149
Union Heritage Capital
Michigan
$2.96M
AI
1150
Accredited Investors
Minnesota
$2.95M +$124K +396 +4%