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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 %
SIAG
1776
Safeguard Investment Advisory Group
California
$962K +$1.87K +6 +0.2%
SSG
1777
Summit Securities Group
New York
$959K +$959K +3,074 New
CFM
1778
Comprehensive Financial Management
California
$959K +$959K +3,074 New
PWMG
1779
Prestige Wealth Management Group
New Jersey
$958K -$185K -593 -16%
NWMG
1780
Nicholson Wealth Management Group
South Carolina
$958K +$71.1K +228 +8%
BCM
1781
Blume Capital Management
California
$957K +$866K +2,777 +954%
ATWA
1782
Arbor Trust Wealth Advisors
Michigan
$956K -$41.8K -134 -4%
ISL
1783
Ingalls & Snyder LLC
New York
$954K -$2.26M -7,239 -70%
HA
1784
Herold Advisors
New York
$953K -$112K -359 -11%
LFM
1785
LGT Fund Management
Liechtenstein
$952K -$11.9M -38,139 -93%
ILI
1786
Invesco LLC (Illinois)
Illinois
$951K -$132K -423 -12%
MWC
1787
MBM Wealth Consultants
Missouri
$951K +$38.4K +123 +4%
MAWA
1788
Moss Adams Wealth Advisors
Washington
$949K -$451K -1,444 -32%
BB
1789
Burford Brothers
Texas
$948K +$9.05K +29 +1%
SWP
1790
Semus Wealth Partners
Florida
$941K +$168K +540 +22%
RMP
1791
Richards, Merrill & Peterson
Washington
$939K +$322K +1,032 +52%
IIC
1792
Ironwood Investment Counsel
Arizona
$936K +$39.3K +126 +4%
IIM
1793
Intact Investment Management
Quebec, Canada
$936K +$250K +800 +36%
TIM
1794
Timelo Investment Management
Ontario, Canada
$936K +$936K +3,000 New
PIM
1795
Provident Investment Management
Michigan
$933K -$26.4M -84,546 -97%
DIA
1796
Dean Investment Associates
Ohio
$931K +$931K +2,985 New
IFWM
1797
Institute for Wealth Management
Colorado
$930K -$13.4K -43 -1%
CAG
1798
Cypress Advisory Group
Arizona
$928K -$128K -410 -12%
SCP
1799
Sender Company & Partners
New York
$927K +$927K +2,971 New
TPWM
1800
Twelve Points Wealth Management
Massachusetts
$925K +$314K +1,005 +51%