UNH icon

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 %
MWM
2226
Mindset Wealth Management
Indiana
$476K +$88.3K +283 +23%
FNBSF
2227
First National Bank Sioux Falls
South Dakota
$476K
NRWA
2228
North Ridge Wealth Advisors
Oregon
$475K -$112K -360 -19%
DA
2229
Detalus Advisors
Missouri
$475K -$5.93K -19 -1%
GIM
2230
Grassi Investment Management
California
$473K +$52.1K +167 +12%
DF
2231
Dunhill Financial
United Kingdom
$472K +$355K +1,138 +303%
GKWIM
2232
Gerber Kawasaki Wealth & Investment Management
California
$472K +$79.3K +254 +20%
CTC
2233
Corundum Trust Company
South Dakota
$470K -$34.9K -112 -7%
PP
2234
PrairieView Partners
Minnesota
$469K +$43.3K +139 +10%
FDP
2235
Financiere des Professionnels
Quebec, Canada
$468K +$215K +690 +85%
FLC
2236
Fifth Lane Capital
Texas
$468K +$468K +1,500 New
BIS
2237
BG Investment Services
Guam
$468K -$8.7K -28 -2%
BWA
2238
Brave Warrior Advisors
New York
$468K +$312K +1,000 +200%
CAWM
2239
Capital Advisors Wealth Management
Washington
$467K +$262K +839 +128%
HWM
2240
Hohimer Wealth Management
Washington
$466K -$28.7K -92 -6%
CIC
2241
Crawford Investment Counsel
Georgia
$466K -$70.8K -227 -13%
TF
2242
Tompkins Financial
New York
$466K -$187K -600 -29%
RC
2243
Rexford Capital
Texas
$465K +$465K +1,491 New
GWS
2244
Greykasell Wealth Strategies
California
$465K -$341K -1,093 -42%
CWM
2245
Challenger Wealth Management
California
$464K -$19.3K -62 -4%
FFWM
2246
Future Financial Wealth Management
Ohio
$464K +$289K +925 +165%
IP
2247
Investment Partners
Ohio
$464K -$90.5K -290 -16%
PA
2248
Prossimo Advisors
California
$462K -$623K -1,997 -57%
WAS
2249
Winch Advisory Services
Wisconsin
$462K +$251K +804 +119%
Members Trust
2250
Members Trust
Florida
$461K +$55.2K +177 +14%