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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 %
RLWM
1451
RF&L Wealth Management
Massachusetts
$1.65M +$936K +3,000 +130%
AGAM
1452
Audent Global Asset Management
California
$1.65M +$1.65M +5,300 New
PP
1453
PDS Planning
Ohio
$1.65M +$150K +480 +10%
SWP
1454
Strategic Wealth Partners
Ohio
$1.65M +$1.65M +5,280 New
HIM
1455
Harbour Investment Management
Washington
$1.65M -$12.5K -40 -0.8%
FSWA
1456
Financial Synergies Wealth Advisors
Texas
$1.64M +$1.64M +5,262 New
MFA
1457
Mayflower Financial Advisors
Massachusetts
$1.64M +$369K +1,184 +29%
AIP
1458
Almanack Investment Partners
Pennsylvania
$1.64M +$1.64M +5,251 New
CCS
1459
Concentric Capital Strategies
Connecticut
$1.63M +$1.63M +5,236 New
PCH
1460
PGIM Custom Harvest
New Jersey
$1.63M -$115K -368 -7%
CCG
1461
Ceeto Capital Group
Florida
$1.63M +$601K +1,925 +58%
HIC
1462
Harvey Investment Company
Kentucky
$1.63M +$119K +380 +8%
VIM
1463
Vista Investment Management
Pennsylvania
$1.63M +$364K +1,168 +29%
GI
1464
GLOBALT Investments
Georgia
$1.62M -$4.2M -13,455 -72%
PCMK
1465
Paragon Capital Management (Kansas)
Kansas
$1.62M +$1.62M +5,195 New
ECM
1466
ExodusPoint Capital Management
New York
$1.62M +$1.62M +5,190 New
PGCM
1467
Prescott Group Capital Management
Oklahoma
$1.61M +$1.27M +4,075 +370%
BWG
1468
Berry Wealth Group
Texas
$1.61M -$147K -470 -8%
BWG
1469
Boomfish Wealth Group
Georgia
$1.61M +$7.18K +23 +0.4%
BC
1470
Bowman & Company
Wisconsin
$1.61M +$178K +567 +12%
GCM
1471
GKV Capital Management
California
$1.61M +$324K +1,040 +25%
PPA
1472
Pacific Point Advisors
California
$1.61M +$370K +1,187 +30%
CWP
1473
Concord Wealth Partners
Virginia
$1.6M -$97.6K -313 -6%
CAMV
1474
Concord Asset Management (Virginia)
Virginia
$1.6M +$624 +2 +0%
TWP
1475
Tyche Wealth Partners
Texas
$1.6M +$123K +394 +8%