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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 %
RCM
1801
Riverpark Capital Management
New York
$923K +$75.8K +243 +9%
MFP
1802
Meridian Financial Partners
Virginia
$922K +$20.9K +67 +2%
AHL
1803
Abel Hall LLC
Louisiana
$921K +$711K +2,280 +339%
AIC
1804
Archer Investment Corporation
Indiana
$920K +$25.9K +83 +3%
III
1805
Independent Investors Inc
New York
$919K -$20.3K -65 -2%
TWM
1806
Tolleson Wealth Management
Texas
$918K
LFA
1807
Laraway Financial Advisors
Minnesota
$915K -$68K -218 -7%
EGA
1808
E&G Advisors
Texas
$915K +$1.56K +5 +0.2%
TWM
1809
Trueblood Wealth Management
Ohio
$914K -$462K -1,482 -34%
MPM
1810
Meritage Portfolio Management
Kansas
$913K -$4.06K -13 -0.4%
BOJHT
1811
Bank of Jackson Hole Trust
Wyoming
$912K +$42.7K +137 +5%
FWP
1812
FAS Wealth Partners
Kansas
$909K -$1.32M -4,234 -59%
PCM
1813
Prelude Capital Management
New York
$907K -$172K -551 -16%
SSC
1814
Syverson Strege & Co
Iowa
$906K +$630K +2,019 +228%
GEA
1815
Glen Eagle Advisors
New Jersey
$905K -$163K -521 -15%
NP
1816
Nilsine Partners
Colorado
$903K -$1.02M -3,271 -53%
RW
1817
Rede Wealth
Virginia
$902K -$91.1K -292 -9%
PAMG
1818
Patton Albertson Miller Group
Tennessee
$902K +$14K +45 +2%
SFG
1819
SNS Financial Group
Minnesota
$896K -$22.2K -71 -2%
ACM
1820
Allred Capital Management
Texas
$894K -$19.3K -62 -2%
CFS
1821
CRA Financial Services
New Jersey
$893K -$6.24K -20 -0.7%
WIC
1822
Wilkins Investment Counsel
Massachusetts
$892K +$892K +2,860 New
FMWA
1823
Forvis Mazars Wealth Advisors
Missouri
$888K -$148K -475 -14%
VRM
1824
Vectors Research Management
New York
$883K -$7.8K -25 -0.9%
HAIM
1825
Hunter Associates Investment Management
Pennsylvania
$883K