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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 %
WIM
1626
Westside Investment Management
California
$1.25M +$184K +589 +17%
MA
1627
MONECO Advisors
Connecticut
$1.25M -$88.3K -283 -7%
CWM
1628
Castle Wealth Management
Florida
$1.25M +$575K +1,842 +85%
RWPA
1629
Richard W. Paul & Associates
Michigan
$1.25M +$559K +1,792 +81%
AWM
1630
Ameliora Wealth Management
Switzerland
$1.25M -$301K -964 -19%
ZIG
1631
Zuckerman Investment Group
Illinois
$1.25M +$436K +1,399 +54%
ZIG
1632
Zullo Investment Group
Pennsylvania
$1.24M +$193K +620 +18%
MFG
1633
MidWestOne Financial Group
Iowa
$1.24M -$29.6K -95 -2%
CPCM
1634
Cardinal Point Capital Management
Ontario, Canada
$1.24M +$1.24M +3,966 New
DE
1635
Diversified Enterprises
Delaware
$1.23M -$302K -969 -20%
PPWP
1636
Premier Path Wealth Partners
New Jersey
$1.22M -$404K -1,295 -25%
MG
1637
Mather Group
Illinois
$1.21M -$189K -606 -13%
BHB
1638
Bank Hapoalim BM
Israel
$1.21M +$735K +2,357 +154%
BIA
1639
Bigelow Investment Advisors
Maine
$1.21M -$118K -379 -9%
FNA
1640
First National Advisers
Nebraska
$1.21M -$140K -449 -10%
CVA
1641
Central Valley Advisors
California
$1.21M -$31.8K -102 -3%
CNFG
1642
Creegan & Nassoura Financial Group
New Hampshire
$1.2M -$14K -45 -1%
BFA
1643
Beaumont Financial Advisors
Massachusetts
$1.2M -$54K -173 -4%
WI
1644
WrapManager Inc
California
$1.2M -$256K -819 -18%
PCM
1645
Parsons Capital Management
Rhode Island
$1.2M +$6.86K +22 +0.6%
QWM
1646
Quadcap Wealth Management
Texas
$1.19M -$129K -412 -10%
IA
1647
IAM Advisory
Pennsylvania
$1.19M +$45.2K +145 +4%
CPBTD
1648
Central Pacific Bank - Trust Division
Hawaii
$1.19M +$44.3K +142 +4%
ERWM
1649
Elk River Wealth Management
Colorado
$1.19M -$4.1M -13,158 -78%
FFO
1650
Fiduciary Family Office
Florida
$1.19M -$314K -1,007 -21%