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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 %
BSA
1826
Braun Stacey Associates
New York
$883K -$11.7M -37,554 -93%
RPSA
1827
Richard P. Slaughter Associates
Texas
$881K +$238K +762 +37%
S
1828
Sunpointe
Missouri
$880K -$28.4K -91 -3%
DW30
1829
Drucker Wealth 3.0
New Jersey
$880K +$424K +1,401 +93%
MFC
1830
Mechanics Financial Corp
Ohio
$875K -$81.7K -262 -9%
GI
1831
GAMCO Investors
Connecticut
$875K +$619K +1,983 +241%
RWM
1832
RKL Wealth Management
Pennsylvania
$874K -$147K -470 -14%
HFM
1833
Hartford Funds Management
Pennsylvania
$873K -$982K -3,144 -53%
AR
1834
Apeiron RIA
Texas
$870K -$52.1K -167 -6%
MAC
1835
Mason & Associates (California)
California
$869K -$114K -364 -12%
SAM
1836
Secure Asset Management
Michigan
$866K -$1.04M -3,322 -54%
LIG
1837
Lokken Investment Group
Delaware
$864K +$131K +421 +18%
APIM
1838
Agate Pass Investment Management
Washington
$861K +$333K +1,068 +63%
RFA
1839
ROI Financial Advisors
Oregon
$859K -$342K -1,095 -28%
C
1840
Certuity
Florida
$859K +$20.9K +67 +2%
LCM
1841
LVM Capital Management
Michigan
$857K -$3.43K -11 -0.4%
BOH
1842
Bank of Hawaii
Hawaii
$857K +$408K +1,309 +91%
AMM
1843
American Money Management
California
$853K +$108K +345 +14%
CAM
1844
Creekmur Asset Management
Illinois
$852K +$181K +579 +27%
GPA
1845
Garrison Point Advisors
California
$852K +$34.3K +110 +4%
ACMA
1846
Arbor Capital Management (Alaska)
Alaska
$850K +$140K +510 +20%
FSA
1847
Financial Security Advisor
Virginia
$850K +$56.8K +182 +7%
TCM
1848
Tang Capital Management
California
$849K -$256K -820 -23%
KWM
1849
KFG Wealth Management
Indiana
$849K +$188K +603 +28%
AGC
1850
Aspen Grove Capital
Colorado
$849K +$502K +1,608 +145%