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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 %
GAA
1426
Global Assets Advisory
Florida
$1.74M +$693K +2,126 +66%
GPWM
1427
Grant Private Wealth Management
California
$1.73M +$1.31M +4,193 +312%
WC
1428
Waterloo Capital
Texas
$1.72M -$685K -2,196 -28%
LAM
1429
LOM Asset Management
$1.72M +$1.72M +5,519 New
AA
1430
Advisory Alpha
Michigan
$1.71M +$290K +931 +20%
FCM
1431
Fairbanks Capital Management
California
$1.7M +$115K +369 +7%
IA
1432
IFG Advisory
Georgia
$1.7M +$362K +1,160 +27%
BAM
1433
Blueshift Asset Management
New Jersey
$1.7M +$1.7M +5,436 New
TCOT
1434
Trust Company of Toledo
Ohio
$1.69M -$109K -350 -6%
NCM
1435
Northside Capital Management
Oregon
$1.69M -$149K -478 -8%
CWM
1436
Circle Wealth Management
New Jersey
$1.69M +$386K +1,236 +30%
HNW
1437
High Note Wealth
Minnesota
$1.69M -$2.94M -9,426 -64%
VSQM
1438
V-Square Quantitative Management
Illinois
$1.69M -$22.8K -73 -1%
CMAI
1439
Capital Management Associates Inc
Minnesota
$1.68M +$1.68M +5,390 New
EWM
1440
Elmwood Wealth Management
California
$1.68M -$12.5K -40 -0.7%
MCA
1441
Magnolia Capital Advisors
Mississippi
$1.68M +$175K +560 +12%
FHA
1442
First Horizon Advisors
Tennessee
$1.68M -$348K -1,117 -17%
BFW
1443
Brady Family Wealth
Missouri
$1.67M -$325K -1,043 -16%
GWANC
1444
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.67M -$660K -2,117 -28%
PSB
1445
Piscataqua Savings Bank
New Hampshire
$1.67M -$104K -333 -6%
CTC
1446
Cetera Trust Company
Minnesota
$1.66M -$59.3K -190 -3%
SC
1447
Sapient Capital
Indiana
$1.66M -$52.9M -169,549 -97%
PFGIA
1448
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M +$494K +1,583 +42%
CBA
1449
Coastal Bridge Advisors
Connecticut
$1.65M +$1.65M +5,303 New
KAS
1450
KPP Advisory Services
Kentucky
$1.65M +$455K +1,458 +38%