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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 %
TCB
2201
Texas Capital Bancshares
Texas
$497K -$1.87K -6 -0.4%
AWS
2202
Aspen Wealth Strategies
Colorado
$497K -$47.7K -153 -9%
FFM
2203
Fullerton Fund Management
Singapore
$493K -$180K -576 -27%
CWS
2204
Cypress Wealth Services
California
$492K +$54.6K +175 +12%
AFT
2205
Alpha Family Trust
California
$491K -$76.4K -245 -13%
MWPCG
2206
Measured Wealth Private Client Group
New Hampshire
$491K +$52.1K +167 +12%
BL
2207
Balentine LLC
Georgia
$488K +$225K +721 +86%
SPAS
2208
Spectrum Planning & Advisory Services
California
$485K +$485K +1,555 New
BA
2209
Bluesphere Advisors
Pennsylvania
$485K +$485K +1,555 New
TPWA
2210
TRUE Private Wealth Advisors
Oregon
$484K +$346K +1,109 +250%
WFA
2211
WMG Financial Advisors
Tennessee
$484K +$125K +400 +35%
SOAMC
2212
Spirit of America Management Corp
New York
$484K
KCPG
2213
Kavar Capital Partners Group
Kansas
$482K +$62.4K +200 +15%
WAG
2214
Winthrop Advisory Group
Massachusetts
$482K +$112K +359 +30%
BFA
2215
Buttonwood Financial Advisors
Maryland
$482K -$38.1K -122 -7%
LA
2216
Lifeworks Advisors
Michigan
$481K +$20.9K +67 +5%
AT
2217
Arlington Trust
Alabama
$481K -$183K -587 -28%
VP
2218
Verum Partners
North Carolina
$481K +$8.74K +28 +2%
FFA
2219
Fairfield Financial Advisors
Massachusetts
$479K -$261K -836 -35%
CA
2220
Cache Advisors
California
$479K +$179K +573 +60%
NWAG
2221
Net Worth Advisory Group
Utah
$479K -$657K -2,107 -58%
DIP
2222
DT Investment Partners
Pennsylvania
$478K
RFG
2223
RFP Financial Group
Georgia
$477K +$1.25K +4 +0.3%
SWP
2224
Summit Wealth Partners
Florida
$477K +$11.9K +38 +3%
GC
2225
Gilbert & Cook
Iowa
$477K -$24K -77 -5%