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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 %
TAM
1501
Tealwood Asset Management
Minnesota
$1.54M -$37.1K -119 -2%
MWA
1502
Moser Wealth Advisors
Washington
$1.53M +$7.8K +25 +0.5%
CWM
1503
Cordatus Wealth Management
Pennsylvania
$1.53M -$1.81M -5,799 -54%
ST
1504
Sentinel Trust
Texas
$1.52M -$254K -813 -14%
RB
1505
Renasant Bank
Mississippi
$1.52M -$227K -727 -13%
GLA
1506
Good Life Advisors
Pennsylvania
$1.52M +$1.22M +3,900 +397%
CPA
1507
Court Place Advisors
Maryland
$1.52M -$1.56K -5 -0.1%
FM
1508
Foster & Motley
Ohio
$1.52M -$130K -416 -8%
MTIC
1509
Missouri Trust & Investment Company
Missouri
$1.52M +$209K +669 +16%
KNW
1510
Kesler Norman & Wride
Utah
$1.52M -$4.78M -15,298 -76%
EML
1511
Eos Management LP
New York
$1.51M +$1.51M +4,843 New
HFO
1512
Heritage Family Offices
Arizona
$1.51M
FG
1513
Formula Growth
Quebec, Canada
$1.51M +$1.51M +4,827 New
RGC
1514
Roberts, Glore & Co
Illinois
$1.5M +$1.5M +4,819 New
AF
1515
Apexium Financial
Texas
$1.5M -$68.3K -219 -4%
RA
1516
Rockingstone Advisors
Massachusetts
$1.5M -$163K -521 -10%
OC
1517
Oarsman Capital
Wisconsin
$1.5M -$50.8K -163 -3%
CPA
1518
Capital Planning Advisors
California
$1.49M -$2.67M -8,568 -64%
SWM
1519
SilverOak Wealth Management
Minnesota
$1.49M +$87K +279 +6%
PCP
1520
Pacific Capital Partners
$1.48M -$2.81M -9,000 -65%
MFG
1521
Magnus Financial Group
New York
$1.48M -$92.7K -297 -6%
FWM
1522
Forefront Wealth Management
Pennsylvania
$1.48M +$44.9K +144 +3%
CAM
1523
Cozad Asset Management
Illinois
$1.47M -$5.94M -19,037 -80%
LTAS
1524
Linden Thomas Advisory Services
North Carolina
$1.47M +$52.4K +168 +4%
SIP
1525
Stoneridge Investment Partners
Pennsylvania
$1.47M +$1.47M +4,699 New