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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 %
PB
1951
Pinnacle Bancorp
Nebraska
$731K +$31.8K +102 +5%
CWG
1952
Cornerstone Wealth Group
North Carolina
$730K -$3.8M -12,194 -84%
BCM
1953
Boreal Capital Management
Florida
$730K +$730K +2,340 New
BG
1954
Bollard Group
Massachusetts
$729K -$3.04M -9,737 -81%
MCWA
1955
Meadow Creek Wealth Advisors
Georgia
$729K -$75.8K -243 -9%
BWP
1956
BSW Wealth Partners
Colorado
$728K -$106K -339 -13%
OM
1957
OV Management
Minnesota
$723K -$764K -2,450 -51%
PA
1958
PFW Advisors
Georgia
$722K -$196K -627 -21%
MA
1959
MCF Advisors
Kentucky
$721K -$28.4K -91 -4%
BOS
1960
Bank of Stockton
California
$717K -$117K -374 -14%
WH
1961
Willner & Heller
California
$717K -$410K -1,313 -36%
SOW
1962
State of Wyoming
Wyoming
$716K +$287K +920 +67%
TWM
1963
Topsail Wealth Management
North Carolina
$712K -$38.7K -124 -5%
IIC
1964
Integrated Investment Consultants
Michigan
$711K -$114K -365 -14%
LCG
1965
Lakeshore Capital Group
Illinois
$709K +$305K +977 +75%
PFG
1966
Prosperity Financial Group
California
$709K +$110K +352 +18%
CBT
1967
Crews Bank & Trust
Florida
$708K -$28.7K -92 -4%
CPWA
1968
Cerro Pacific Wealth Advisors
California
$708K -$20K -64 -3%
SHFA
1969
SC&H Financial Advisors
Maryland
$707K +$7.18K +23 +1%
CB
1970
CNB Bank
Pennsylvania
$706K -$509K -1,631 -42%
HG
1971
Harbor Group
New Hampshire
$706K +$581K +1,864 +466%
RWS
1972
Resolute Wealth Strategies
Mississippi
$705K -$2.81K -9 -0.4%
CCFM
1973
Clear Creek Financial Management
Washington
$705K +$163K +523 +30%
FAIM
1974
Financial Advocates Investment Management
Washington
$704K -$471K -1,510 -40%
SFG
1975
Sovereign Financial Group
Connecticut
$702K +$21.5K +69 +3%