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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 %
PIA
1876
Perennial Investment Advisors
California
$819K -$41.8K -134 -5%
MLL
1877
Moody Lynn & Lieberson
Massachusetts
$818K -$851K -2,728 -51%
WW
1878
Waterfront Wealth
Kansas
$818K -$21.2K -68 -3%
CWA
1879
Consilium Wealth Advisory
Texas
$817K -$798K -2,559 -49%
SCM
1880
Semanteon Capital Management
Massachusetts
$813K +$183K +587 +29%
TF
1881
Trek Financial
Arizona
$812K -$13.1K -42 -2%
CA
1882
Cornerstone Advisory
Maryland
$811K -$217K -696 -21%
RBC
1883
Romano Brothers & Co
Illinois
$810K -$475K -1,523 -37%
TWP
1884
Triad Wealth Partners
Kansas
$808K +$80.2K +257 +11%
GWM
1885
Gitterman Wealth Management
New Jersey
$807K +$312 +1 +0%
SAM
1886
Sawgrass Asset Management
Florida
$806K -$5.78M -18,534 -88%
PP
1887
Patron Partners
Texas
$806K +$163K +523 +25%
FWM
1888
Focused Wealth Management
New York
$805K +$650K +2,084 +419%
EHC
1889
Everett Harris & Co
California
$804K -$23.7K -76 -3%
VV
1890
Verity & Verity
South Carolina
$804K +$114K +367 +17%
NG
1891
Norden Group
Utah
$802K -$1.08M -3,453 -57%
AWC
1892
Abundance Wealth Counselors
Pennsylvania
$802K +$41.2K +132 +5%
SFA
1893
Semmax Financial Advisors
North Carolina
$801K +$96.3K +384 +14%
AFA
1894
Alpha Financial Advisors
North Carolina
$798K +$798K +2,559 New
RIG
1895
RiverFront Investment Group
Virginia
$798K -$9.59M -30,742 -92%
PBT
1896
Pictet Bank & Trust
Bahamas
$797K -$437K -1,400 -35%
NHC
1897
Nicholas Hoffman & Company
Georgia
$795K -$118K -377 -13%
MSFS
1898
Main Street Financial Solutions
Pennsylvania
$794K -$40.6K -130 -5%
CPA
1899
Cardiff Park Advisors
California
$794K +$92K +295 +13%
M1FG
1900
Mach-1 Financial Group
Arkansas
$793K -$463K -1,483 -37%