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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 %
GB
1676
Goepper Burkhardt
South Carolina
$1.14M -$15.6K -50 -1%
SIA
1677
SkyView Investment Advisors
New Jersey
$1.14M -$8.04K -26 -0.7%
PMA
1678
Prudent Man Advisors
Illinois
$1.14M +$291K +932 +34%
SS
1679
Sunbelt Securities
Texas
$1.14M +$157K +311 +16%
QC
1680
Quent Capital
New York
$1.14M -$136K -436 -11%
EHWM
1681
Eads & Heald Wealth Management
Georgia
$1.14M -$351K -1,124 -24%
SFO
1682
Stokes Family Office
Louisiana
$1.14M -$44.3K -142 -4%
CASB
1683
Cape Ann Savings Bank
Massachusetts
$1.14M -$88.3K -283 -7%
A
1684
Argentarii
Ohio
$1.13M +$2.18K +7 +0.2%
OCM
1685
One Capital Management
California
$1.13M +$14K +45 +1%
TPI
1686
Trust Point Inc
Wisconsin
$1.13M +$4.37K +14 +0.4%
FG
1687
Fiduciary Group
Georgia
$1.13M +$3.43K +11 +0.3%
SPC
1688
Spirepoint Private Client
Florida
$1.12M +$1.25K +4 +0.1%
WKWM
1689
Walter & Keenan Wealth Management
Indiana
$1.12M -$42.7K -137 -4%
SJIM
1690
St. Johns Investment Management
Florida
$1.12M +$309K +991 +38%
GWP
1691
Gen-Wealth Partners
Michigan
$1.11M -$133K -426 -11%
CIAS
1692
CFS Investment Advisory Services
New Jersey
$1.11M +$196K +627 +21%
LSV Asset Management
1693
LSV Asset Management
Illinois
$1.11M +$9.99K +32 +0.9%
LCWP
1694
Legacy Capital Wealth Partners
Arkansas
$1.11M +$48K +154 +5%
EIP
1695
Ellis Investment Partners
Pennsylvania
$1.11M +$75.8K +243 +7%
SVWAG
1696
Sound View Wealth Advisors Group
Georgia
$1.11M -$359K -1,151 -24%
RZH
1697
Relyea Zuckerberg Hanson
Connecticut
$1.11M -$207K -662 -16%
EP
1698
EPIQ Partners
Minnesota
$1.11M +$484K +1,550 +78%
PDL
1699
Portfolio Design Labs
California
$1.1M -$1.71M -5,478 -61%
TFA
1700
Transamerica Financial Advisors
Florida
$1.1M +$249K +799 +29%