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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 %
DA
1551
Doliver Advisors
Texas
$1.41M +$1.41M +4,533 New
JFA
1552
JNBA Financial Advisors
Minnesota
$1.41M -$29.3K -94 -2%
OIS
1553
Okabena Investment Services
Minnesota
$1.41M +$6.55K +21 +0.5%
EFMC
1554
Empire Financial Management Company
New York
$1.41M -$5.93K -19 -0.4%
MCCA
1555
Mill Creek Capital Advisors
Pennsylvania
$1.41M +$514K +1,647 +58%
TFA
1556
Teamwork Financial Advisors
Texas
$1.41M +$1.23M +3,938 +690%
CFGW
1557
Chancellor Financial Group WB
Pennsylvania
$1.4M +$64.3K +206 +5%
OFS
1558
OneAscent Financial Services
Alabama
$1.4M -$79.3K -253 -5%
CCM
1559
Cox Capital Management
Massachusetts
$1.39M -$36.2K -116 -3%
SIM
1560
Seaview Investment Managers
Florida
$1.38M +$704K +2,258 +104%
MPAM
1561
Murphy Pohlad Asset Management
Minnesota
$1.38M +$247K +791 +22%
ATFA
1562
All Terrain Financial Advisors
Minnesota
$1.38M +$1.38M +4,420 New
CAG
1563
Crestwood Advisors Group
Massachusetts
$1.38M -$293K -938 -18%
PWS
1564
Peterson Wealth Services
Utah
$1.38M +$27.1K +87 +2%
VFG
1565
Victory Financial Group
Texas
$1.38M +$942K +3,021 +217%
NCFG
1566
New Century Financial Group
New Jersey
$1.38M +$997K +3,195 +263%
HI
1567
Humankind Investments
New York
$1.37M +$354K +1,134 +35%
USWG
1568
U.S. Wealth Group
New York
$1.37M +$146K +469 +12%
OAM
1569
Oak Asset Management
California
$1.37M -$9.36K -30 -0.7%
WCM
1570
Weaver Capital Management
Georgia
$1.36M -$13.1K -42 -1%
CA
1571
CWC Advisors
Oregon
$1.36M +$435K +1,393 +47%
NL
1572
NWAM LLC
Washington
$1.36M +$194K +723 +17%
RIA
1573
Richwood Investment Advisors
Ohio
$1.36M -$232K -745 -15%
FP
1574
Financial Perspectives
Minnesota
$1.36M -$33.1K -106 -2%
OFS
1575
Orrstown Financial Services
Pennsylvania
$1.36M -$15.3K -49 -1%