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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 %
MMG
1176
Monetary Management Group
Missouri
$2.78M +$331K +1,061 +14%
CIP
1177
Capital Insight Partners
Arizona
$2.78M -$121K -387 -4%
DRD
1178
Dennis R. Delaney
$2.78M -$93.6K -300 -3%
WWM
1179
Western Wealth Management
Colorado
$2.76M +$93.3K +299 +3%
NME
1180
Notis-McConarty Edward
$2.76M +$294K +941 +12%
RS
1181
Rakuten Securities
Japan
$2.75M +$2.55M +8,186 +1,293%
MNBTD
1182
Moody National Bank Trust Division
Texas
$2.75M -$208K -666 -7%
SLI
1183
Sumitomo Life Insurance
Japan
$2.75M -$171K -548 -6%
MWM
1184
MOKAN Wealth Management
Kansas
$2.74M +$1.07M +3,424 +64%
CCWM
1185
Cassaday & Co Wealth Management
Virginia
$2.74M +$820K +2,627 +43%
NED
1186
Nancy E. Dempze
$2.73M +$101K +324 +4%
MBTD
1187
Mechanics Bank - Trust Department
California
$2.72M -$173K -553 -6%
HA
1188
Huntleigh Advisors
Missouri
$2.71M +$2.09M +6,684 +332%
LA
1189
Lindenwold Advisors
Pennsylvania
$2.71M +$74.9K +240 +3%
CAI
1190
Capital Advisors Inc
Oklahoma
$2.71M -$21.3M -68,388 -89%
FAM
1191
Formidable Asset Management
Ohio
$2.7M -$10.5K -20 -0.4%
VFG
1192
V2 Financial group
Illinois
$2.7M +$2.52M +8,067 +1,396%
RCAG
1193
Rehmann Capital Advisory Group
Michigan
$2.7M +$904K +2,897 +50%
DC
1194
DeDora Capital
California
$2.7M -$73K -234 -3%
MSAM
1195
Moloney Securities Asset Management
Missouri
$2.69M +$733K +2,350 +37%
TP
1196
Tranquility Partners
Tennessee
$2.69M -$109K -349 -4%
PWP
1197
Pursue Wealth Partners
California
$2.68M +$2.52M +8,066 +1,566%
WAP
1198
Wealthcare Advisory Partners
Pennsylvania
$2.66M +$1.04M +3,320 +64%
SM
1199
Soapstone Management
Maryland
$2.65M +$2.65M +8,500 New
BAM
1200
Berkshire Asset Management
Pennsylvania
$2.65M -$124K -399 -4%