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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 %
TNA
2126
True North Advisors
Texas
$539K +$43.4K +139 +9%
WWA
2127
Wisconsin Wealth Advisors
Wisconsin
$538K +$297K +953 +123%
GLLW
2128
Graves Light Lenhart Wealth
Virginia
$537K
APWA
2129
Atlas Private Wealth Advisors
New Jersey
$536K -$22.5K -72 -4%
SOS
2130
Silver Oak Securities
Tennessee
$536K -$340K -1,089 -39%
CNB
2131
Camden National Bank
Maine
$536K -$99.8K -320 -16%
V
2132
VeraBank
Texas
$535K +$131K +419 +32%
SPWG
2133
Syntegra Private Wealth Group
Missouri
$534K +$39.6K +127 +8%
PAG
2134
Paladin Advisory Group
Iowa
$533K
AIIMS
2135
Analyst IMS Investment Management Services
Israel
$533K -$530K -1,698 -50%
KWA
2136
Kellett Wealth Advisors
Ohio
$532K +$12.8K +41 +2%
AMG
2137
Asset Management Group
Connecticut
$531K -$22.1K -71 -4%
WPC
2138
Waters Parkerson & Co
Louisiana
$530K +$179K +574 +51%
AWM
2139
Aviso Wealth Management
Washington
$530K -$40.9K -131 -7%
FSC
2140
Full Sail Capital
Oklahoma
$530K +$97K +311 +22%
CIP
2141
Convergence Investment Partners
Florida
$529K -$41.8K -134 -7%
DBRC
2142
D.B. Root & Company
Pennsylvania
$528K +$528K +1,694 New
MA
2143
MJP Associates
Connecticut
$528K -$30.9K -99 -6%
RFP
2144
Root Financial Partners
California
$528K +$82.1K +263 +18%
CFO
2145
CVA Family Office
Colorado
$528K -$240K -769 -31%
NSIM
2146
North Star Investment Management
Illinois
$528K -$18.1K -58 -3%
HAG
2147
HF Advisory Group
Maryland
$528K +$88K +282 +20%
DFA
2148
Davies Financial Advisors
California
$528K -$2.81K -9 -0.5%
WCM
2149
WealthBridge Capital Management
Ohio
$526K -$34.3K -110 -6%
CA
2150
Claris Advisors
Missouri
$526K +$20.9K +67 +4%