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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 %
AG
2076
AmeriFlex Group
Nevada
$587K +$27.8K +92 +5%
FC
2077
Fairscale Capital
New Hampshire
$585K -$36.7K -147 -6%
ATS
2078
Ashton Thomas Securities
New York
$585K +$210K +793 +56%
MIM
2079
Moseley Investment Management
Florida
$584K -$203K -650 -26%
BWM
2080
BCS Wealth Management
Tennessee
$584K +$77.4K +248 +15%
CWM
2081
Centurion Wealth Management
Virginia
$583K -$361K -1,157 -38%
HCA
2082
Heck Capital Advisors
Wisconsin
$580K +$124K +396 +27%
FBFS
2083
First Business Financial Services
Wisconsin
$580K -$893K -2,863 -61%
APG
2084
Abacus Planning Group
South Carolina
$577K -$151K -483 -21%
RWA
2085
Rooted Wealth Advisors
Illinois
$575K +$296K +972 +106%
IA
2086
Inspire Advisors
Idaho
$574K +$61.8K +198 +12%
CWIG
2087
Chung Wu Investment Group
Texas
$574K -$1.43M -4,583 -71%
CP
2088
Castleview Partners
Texas
$574K +$439K +1,408 +327%
EFG
2089
Ethos Financial Group
Pennsylvania
$574K -$141K -453 -20%
BWM
2090
Buska Wealth Management
Wisconsin
$573K +$107K +344 +23%
MFWP
2091
Mosaic Family Wealth Partners
Missouri
$572K -$21.8K -70 -4%
AI
2092
AXS Investments
New York
$571K -$276K -886 -33%
Fuller & Thaler Asset Management
2093
Fuller & Thaler Asset Management
California
$571K +$624 +2 +0.1%
UAG
2094
United Advisor Group
Ohio
$571K -$13.4K -43 -2%
MWA
2095
Midland Wealth Advisors
Illinois
$567K -$81.7K -262 -13%
APA
2096
Astoria Portfolio Advisors
New York
$565K -$170K -611 -23%
RWA
2097
Redhawk Wealth Advisors
Minnesota
$565K +$367K +1,175 +184%
FAT
2098
First American Trust
California
$565K -$936 -3 -0.2%
SC
2099
Sierra Capital
Florida
$564K -$3.75K -12 -0.7%
FWP
2100
Forefront Wealth Partners
Texas
$563K +$33.4K +66 +6%