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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 %
MCM
1751
Mainstream Capital Management
California
$1.01M +$12.8K +41 +1%
MCA
1752
MSH Capital Advisors
Arizona
$1.01M +$720K +2,307 +249%
PHS
1753
Pekin Hardy Strauss
Illinois
$1.01M +$39.9K +128 +4%
TIA
1754
Trust Investment Advisors
Indiana
$1M -$68.9K -221 -6%
PW
1755
Paladin Wealth
Minnesota
$1M +$132K +422 +15%
HWA
1756
HHM Wealth Advisors
Tennessee
$1M +$82.4K +264 +9%
KHCM
1757
Kirtland Hills Capital Management
Ohio
$998K -$64K -205 -6%
PI
1758
Pettee Investors
Connecticut
$996K -$936 -3 -0.1%
EWM
1759
Evergreen Wealth Management
Michigan
$994K +$4.68K +15 +0.5%
CCA
1760
Cobblestone Capital Advisors
New York
$992K -$71.8K -230 -7%
KA
1761
KLCM Advisors
Wisconsin
$991K
OTL
1762
Oak Thistle LLC
New York
$986K +$986K +3,162 New
PCP
1763
Proficio Capital Partners
Massachusetts
$986K -$142K -455 -13%
MW
1764
MBL Wealth
North Carolina
$986K +$321K +1,028 +48%
WMP
1765
Wealth Management Partners
Arizona
$985K +$306K +1,008 +45%
CRI
1766
Colonial River Investments
Virginia
$981K +$238K +794 +32%
PWP
1767
Precedent Wealth Partners
Texas
$981K +$242K +775 +33%
AWM
1768
Accurate Wealth Management
Florida
$977K -$245K -819 -20%
NAS
1769
Nicolet Advisory Services
Wisconsin
$972K -$272K -1,146 -22%
AWA
1770
Aaron Wealth Advisors
Illinois
$971K -$518K -1,661 -35%
CPC
1771
Congress Park Capital
New York
$967K +$577K +1,850 +148%
KWM
1772
Keebeck Wealth Management
Illinois
$966K -$1.75M -5,598 -64%
RIA
1773
Regal Investment Advisors
Michigan
$965K +$489K +1,567 +103%
AAM
1774
AR Asset Management
California
$964K
EAMA
1775
EFG Asset Management (Americas)
Florida
$964K -$4.43M -14,199 -82%