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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 %
WE
1526
Wealth Effects
Massachusetts
$1.46M +$184K +591 +14%
SWA
1527
Stratos Wealth Advisors
Ohio
$1.46M +$491K +1,573 +51%
SB
1528
Strategic Blueprint
Georgia
$1.46M +$232K +745 +19%
GSWM
1529
Greenup Street Wealth Management
Michigan
$1.46M +$75.5K +242 +5%
SIA
1530
Schear Investment Advisers
Ohio
$1.46M -$11.5K -37 -0.8%
PTP
1531
Platform Technology Partners
New York
$1.45M +$175K +560 +14%
BPAMU
1532
BTG Pactual Asset Management US
New York
$1.45M +$52.7K +169 +4%
KCM
1533
Kathmere Capital Management
Pennsylvania
$1.45M -$31.2K -100 -2%
FCG
1534
Fielder Capital Group
Tennessee
$1.45M -$58.3K -187 -4%
AA
1535
Alta Advisers
United Kingdom
$1.45M +$25K +80 +2%
CFA
1536
Cahill Financial Advisors
Minnesota
$1.44M +$1.87K +6 +0.1%
IPW
1537
Impact Partnership Wealth
Georgia
$1.44M +$913K +2,926 +173%
IQI
1538
Integrated Quantitative Investments
Washington
$1.44M +$1.44M +4,619 New
PG
1539
Patten Group
Tennessee
$1.44M -$317K -1,015 -18%
RCM
1540
Radnor Capital Management
Pennsylvania
$1.44M
NFC
1541
Northeast Financial Consultants
Connecticut
$1.43M -$464K -1,486 -24%
RCM
1542
RB Capital Management
Nevada
$1.43M -$249K -798 -15%
AFS
1543
Aft Forsyth & Sober
Florida
$1.43M
MFG
1544
Monte Financial Group
Connecticut
$1.43M +$50.2K +161 +4%
CIAM
1545
Caitong International Asset Management
Hong Kong
$1.42M +$1.42M +4,555 +227,750%
PWPS
1546
Pinnacle Wealth Planning Services
Ohio
$1.42M +$72.7K +233 +5%
KIA
1547
Knollwood Investment Advisory
Maryland
$1.42M
HNB
1548
Hilltop National Bank
Wyoming
$1.42M +$1.42M +4,551 New
AA
1549
Armis Advisers
Georgia
$1.42M +$414K +1,360 +41%
Financial Engines Advisors
1550
Financial Engines Advisors
California
$1.42M +$667K +2,138 +89%