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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 %
MLFP
1276
MPS Loria Financial Planners
Illinois
$2.27M +$11.2K +36 +0.5%
HCM
1277
Howard Capital Management
Georgia
$2.27M +$130K +418 +6%
GFP
1278
Gryphon Financial Partners
Ohio
$2.27M +$218K +700 +11%
JC
1279
JB Capital
Connecticut
$2.27M +$1.85M +5,934 +444%
OIA
1280
Optimum Investment Advisors
Illinois
$2.26M -$7.49K -24 -0.3%
OC
1281
Oakworth Capital
Alabama
$2.26M +$842K +2,699 +59%
RMAM
1282
Raab & Moskowitz Asset Management
New Jersey
$2.26M -$69.9K -224 -3%
SW
1283
SlateStone Wealth
Florida
$2.26M -$162K -519 -7%
BMWM
1284
Brown Miller Wealth Management
Virginia
$2.25M +$202K +648 +10%
BHA
1285
Beech Hill Advisors
New York
$2.25M +$2.25M +7,227 New
PFA
1286
Pathway Financial Advisers
Indiana
$2.25M +$143K +457 +7%
SAI
1287
Savvy Advisors Inc
New York
$2.25M +$693K +2,221 +45%
PWAM
1288
Pinnacle West Asset Management
Wyoming
$2.25M +$29.6K +95 +1%
TPCW
1289
TD Private Client Wealth
New York
$2.24M -$1.63M -5,214 -42%
CS
1290
Cannell & Spears
New York
$2.23M -$79.2K -254 -3%
RHIG
1291
R.H. Investment Group
Arizona
$2.23M +$9.36K +30 +0.4%
AP
1292
Arlington Partners
Alabama
$2.23M +$2.23M +7,144 New
SAG
1293
SageView Advisory Group
California
$2.22M -$591K -2,096 -21%
MW
1294
Maia Wealth
Colorado
$2.22M +$994K +3,186 +81%
AFG
1295
Atomi Financial Group
New York
$2.22M -$50.2K -161 -2%
ACM
1296
Accent Capital Management
Ohio
$2.22M +$201K +645 +10%
SRA
1297
Secured Retirement Advisors
Minnesota
$2.22M +$1.29M +4,144 +140%
CWS
1298
Confluence Wealth Services
Pennsylvania
$2.22M -$118K -379 -5%
CAAS
1299
Capital Asset Advisory Services
Michigan
$2.21M -$67.5K -207 -3%
PFBT
1300
Parkside Financial Bank & Trust
Missouri
$2.21M +$299K +960 +16%