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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 %
AC
2151
Apella Capital
Connecticut
$526K +$15.5K +51 +3%
AC
2152
ASB Consultores
Florida
$525K +$50.6K +162 +11%
PWM
2153
Proathlete Wealth Management
Florida
$523K +$3.44K +11 +0.7%
CCA
2154
Childress Capital Advisors
Texas
$523K -$275K -883 -34%
CW
2155
Code Waechter
Florida
$523K +$152K +486 +41%
IA
2156
Intellus Advisors
Florida
$522K +$45.2K +145 +9%
ABTD
2157
Arvest Bank Trust Division
Oklahoma
$522K +$8.11K +26 +2%
LC
2158
Lavaca Capital
Texas
$521K +$33.1K +106 +7%
AI
2159
Atom Investors
Texas
$521K +$219K +701 +72%
WA
2160
Waddell & Associates
Tennessee
$521K +$207K +664 +66%
HPIA
2161
Hamilton Point Investment Advisors
North Carolina
$521K +$20.9K +67 +4%
CAS
2162
Coppell Advisory Solutions
Texas
$521K -$1M -3,247 -66%
VT
2163
Volterra Technologies
New York
$521K +$521K +1,670 New
BFS
2164
BridgePort Financial Solutions
Iowa
$521K +$41.5K +133 +9%
AAB
2165
ABN AMRO Bank
Netherlands
$520K -$2.88M -9,188 -85%
NRC
2166
New Republic Capital
North Carolina
$519K -$89.5K -287 -15%
AWA
2167
AGH Wealth Advisors
Kansas
$518K -$163K -524 -24%
RC
2168
Rovin Capital
Arizona
$518K +$348K +1,113 +204%
AWM
2169
AllSquare Wealth Management
New York
$517K +$203K +650 +65%
CL
2170
CLG LLC
California
$516K +$44.3K +142 +9%
CIA
2171
Cape Investment Advisory
Georgia
$516K +$30.6K +98 +6%
PW
2172
PUREfi Wealth
Massachusetts
$516K +$300K +961 +139%
SPWG
2173
Sage Private Wealth Group
Illinois
$515K +$267K +857 +108%
SC
2174
Steph & Co
Wisconsin
$514K +$86.7K +278 +20%
VCM
2175
Virtue Capital Management
Tennessee
$513K -$704K -2,256 -58%