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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 %
DSA
2176
Droms Strauss Advisors
Missouri
$513K
SWG
2177
Summit Wealth Group
Vermont
$513K
TF
2178
Tudor Financial
Ohio
$513K -$26.5K -85 -5%
HT
2179
Headlands Technologies
Illinois
$511K +$511K +1,639 New
LI
2180
LRI Investments
Florida
$511K -$12.7K -454 -2%
IWM
2181
Iams Wealth Management
Nebraska
$511K +$7.18K +23 +1%
PWG
2182
Portside Wealth Group
Utah
$510K -$1.37M -4,407 -73%
CLOS
2183
Compagnie Lombard Odier SCmA
Switzerland
$510K -$11.1M -35,625 -96%
BCM
2184
Berbice Capital Management
New York
$509K -$1.25M -4,000 -71%
NB
2185
Northwest Bancshares
Pennsylvania
$509K -$3.12K -10 -0.6%
SFG
2186
Sunburst Financial Group
Alabama
$508K -$141K -452 -22%
JIR
2187
James Investment Research
Ohio
$508K -$5.16M -16,528 -91%
3IP
2188
3Chopt Investment Partners
Virginia
$506K -$132K -422 -21%
3F
2189
360 Financial
Minnesota
$505K +$140K +450 +39%
PWM
2190
Pines Wealth Management
North Carolina
$505K -$169K -549 -25%
ACM
2191
Absolute Capital Management
Pennsylvania
$504K +$504K +1,616 New
FFA
2192
Founders Financial Alliance
North Carolina
$504K -$31.8K -102 -6%
KFGK
2193
Keystone Financial Group (Kentucky)
Kentucky
$501K -$329K -1,090 -40%
MCI
2194
MRP Capital Investments
Georgia
$501K -$252K -808 -33%
MSCM
2195
McElhenny Sheffield Capital Management
Texas
$500K +$178K +570 +55%
AWP
2196
Axis Wealth Partners
Rhode Island
$500K +$4.37K +14 +0.9%
NA
2197
Navellier & Associates
Nevada
$500K +$2.81K +9 +0.6%
NRI
2198
NFP Retirement Inc
California
$500K +$125K +400 +33%
HA
2199
Harbor Advisors
Florida
$499K +$343K +1,100 +220%
GF
2200
Gries Financial
Ohio
$499K -$1.05M -3,356 -68%