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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 %
TA
1976
TCM Advisors
West Virginia
$697K -$908K
EWM
1977
Evermay Wealth Management
Virginia
$695K -$57.4K -184 -8%
LL
1978
LPWM LLC
Minnesota
$694K -$119K -382 -15%
EFG
1979
Everhart Financial Group
Ohio
$692K -$723K -2,316 -51%
CBT
1980
CoreFirst Bank & Trust
Kansas
$692K -$23.1K -74 -3%
FMC
1981
First Merchants Corp
Indiana
$692K -$4.06M -13,018 -85%
EWM
1982
Echo Wealth Management
Minnesota
$691K +$32.4K +104 +5%
CAGAS
1983
Capital Advisory Group Advisory Services
Minnesota
$689K -$8.42K -27 -1%
AFA
1984
AA Financial Advisors
Ohio
$688K +$114K +367 +20%
NONA
1985
Ninety One North America
New York
$688K -$125K -400 -15%
USWIA
1986
UP Strategic Wealth Investment Advisors
Pennsylvania
$688K -$66.8K -214 -9%
CAM
1987
Congress Asset Management
Massachusetts
$687K -$468K -1,501 -41%
LSA
1988
Lion Street Advisors
Texas
$682K +$462K +1,480 +209%
WMA
1989
West Michigan Advisors
Michigan
$682K -$5.62K -18 -0.8%
THCM
1990
Taylor Hoffman Capital Management
Virginia
$681K
ACA
1991
Atlas Capital Advisors
Wyoming
$680K -$134K -429 -16%
CP
1992
Covenant Partners
Tennessee
$679K
KFA
1993
Kelleher Financial Advisors
New York
$678K +$287K +921 +73%
ANC
1994
Ames National Corp
Iowa
$678K
SHGA
1995
Sand Hill Global Advisors
California
$675K -$71.8K -230 -10%
EPA
1996
Element Pointe Advisors
Florida
$671K +$486K +1,558 +263%
FFA
1997
Florida Financial Advisors
Florida
$671K -$45.2K -145 -6%
RCM
1998
Requisite Capital Management
Texas
$670K +$670K +2,148 New
CSPIA
1999
Cary Street Partners Investment Advisory
Virginia
$668K -$129K -414 -16%
ARMT
2000
Amica Retiree Medical Trust
Rhode Island
$668K