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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 %
TWG
2101
The Wealth Group
Minnesota
$562K +$39K +125 +7%
CMANY
2102
Capital Management Associates (New York)
New York
$562K
RFO
2103
RiverGlades Family Offices
Florida
$562K +$62.4K +200 +13%
SCP
2104
Sivia Capital Partners
California
$561K -$379K -1,213 -40%
FWMP
2105
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K +$9.99K +32 +2%
NFA
2106
Northern Financial Advisors
Michigan
$561K -$354K -1,134 -39%
PIM
2107
Profit Investment Management
Maryland
$558K -$15.6K -50 -3%
MQWP
2108
Morey & Quinn Wealth Partners
Nebraska
$555K +$24K +77 +5%
GHA
2109
Granite Harbor Advisors
Texas
$554K +$148K +473 +36%
ACP
2110
Arcus Capital Partners
Georgia
$552K +$35.2K +113 +7%
RWM
2111
Riverbend Wealth Management
South Carolina
$550K -$253K -812 -32%
AC
2112
Allstate Corporation
Illinois
$548K -$9.39M -30,115 -94%
JWBC
2113
J.W. Burns & Co
New York
$548K -$3.49M -11,199 -86%
MPCL
2114
My Personal CFO LLC
Washington
$547K -$14.7K -47 -3%
SFS
2115
Summit Financial Strategies
Ohio
$547K +$105K +337 +24%
SIM
2116
Synergy Investment Management
Florida
$547K -$5.3K -17 -1%
AIA
2117
Affinity Investment Advisors
California
$546K -$826K -2,648 -60%
PCM
2118
Presidio Capital Management
California
$545K -$2.5K -8 -0.5%
VBFP
2119
Valtinson Bruner Financial Planning
Minnesota
$545K -$1.56K -5 -0.3%
PCM
2120
Piedmont Capital Management
Montana
$543K +$543K +1,739 New
CAC
2121
Certified Advisory Corp
Florida
$542K -$600K -1,924 -53%
AWE
2122
Avidian Wealth Enterprises
Texas
$542K -$222K -713 -29%
PWP
2123
Phillips Wealth Planners
Mississippi
$541K -$334K -1,086 -38%
FFWA
2124
FRG Family Wealth Advisors
Washington
$540K -$17.2K -55 -3%
SWA
2125
SFMG Wealth Advisors
Texas
$540K +$28.1K +90 +5%