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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 %
4WM
2001
44 Wealth Management
Oregon
$668K +$197K +630 +42%
4WM
2002
49 Wealth Management
Texas
$665K +$116K +371 +21%
FTC
2003
Farmers Trust Company
Ohio
$664K +$198K +634 +42%
ATC
2004
Adirondack Trust Company
New York
$663K -$117K -374 -15%
CA
2005
Cambridge Advisors
Nebraska
$662K
WCM
2006
Wallace Capital Management
Texas
$661K
JWWM
2007
Johnson & White Wealth Management
Pennsylvania
$661K +$99.9K +320 +18%
NFG
2008
Nations Financial Group
Iowa
$659K -$2.06M -6,593 -76%
LWM
2009
Lodestone Wealth Management
Washington
$659K +$659K +2,111 New
BC
2010
Bridgefront Capital
Texas
$657K +$657K +2,106 New
APC
2011
Aspire Private Capital
North Carolina
$656K +$13.1K +42 +2%
CA
2012
CoreCap Advisors
Michigan
$654K +$79.9K +256 +14%
SFS
2013
Stiles Financial Services
Minnesota
$653K -$188K -603 -22%
CCP
2014
Cassia Capital Partners
North Carolina
$653K +$29K +93 +5%
SB
2015
Simmons Bank
Arkansas
$652K -$2.34M -7,504 -78%
DWM
2016
Drive Wealth Management
Utah
$650K -$609K -1,952 -48%
EW
2017
Elyxium Wealth
California
$649K +$81.7K +262 +14%
PMSA
2018
Patrick M. Sweeney & Associates
Illinois
$648K
HWA
2019
HCR Wealth Advisors
California
$648K -$14.4K -46 -2%
GSEP
2020
Golden State Equity Partners
California
$648K -$379K -1,215 -37%
LWM
2021
LJI Wealth Management
Indiana
$647K +$418K +1,340 +182%
ESB
2022
Essex Savings Bank
Connecticut
$647K -$114K -366 -15%
IFS
2023
Ifrah Financial Services
Arkansas
$646K -$51.2K -164 -7%
DAM
2024
Diamant Asset Management
Connecticut
$646K
WPA
2025
West Paces Advisors
Georgia
$645K +$154K +493 +31%