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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 %
BMWS
2276
Brady Martz Wealth Solutions
North Dakota
$437K -$122K -390 -22%
NEWAS
2277
N.E.W. Advisory Services
Wisconsin
$436K +$274K +878 +169%
TIP
2278
Tandem Investment Partners
New Jersey
$436K +$78K +250 +22%
DI
2279
Diligent Investors
California
$435K +$107K +344 +33%
AGP
2280
Aspire Growth Partners
Florida
$434K +$1.56K +5 +0.4%
KSWWM
2281
Keyes Stange & Wooten Wealth Management
Florida
$434K +$189K +606 +77%
WWM
2282
Whalen Wealth Management
Nevada
$433K +$5.62K +18 +1%
DWM
2283
Dogwood Wealth Management
Kansas
$433K +$10.2K +33 +2%
DI
2284
Disciplined Investors
Texas
$433K +$38.1K +122 +10%
G
2285
GenTrust
Florida
$432K -$305K -977 -41%
BLC
2286
Brown, Lisle/Cummings
Rhode Island
$432K +$4.06K +13 +0.9%
WQ
2287
Wealth Quarterback
New Jersey
$432K +$432K +1,384 New
CC
2288
Cypress Capital
Tennessee
$429K -$46.5K -149 -10%
CWM
2289
Cahaba Wealth Management
Georgia
$428K +$2.81K +9 +0.7%
SFP
2290
Shepherd Financial Partners
Massachusetts
$427K -$1.39M -4,443 -76%
GFA
2291
Gallagher Fiduciary Advisors
Illinois
$426K +$154K +493 +56%
HCP
2292
Holt Capital Partners
Texas
$426K
TA
2293
TrueWealth Advisors
Alabama
$426K +$426K +1,364 New
CFG
2294
Copley Financial Group
California
$426K +$1.87K +6 +0.4%
BCP
2295
Blackhawk Capital Partners
Wisconsin
$425K +$425K +1,363 New
BFAG
2296
Blackston Financial Advisory Group
Florida
$425K +$31.2K +100 +8%
JSAM
2297
J. Safra Asset Management
New York
$424K +$79.4K +257 +23%
FAM
2298
Flaharty Asset Management
Florida
$424K +$223K +715 +111%
WB
2299
Webster Bank
Connecticut
$424K -$124K -398 -23%
WCM
2300
Washington Capital Management
Washington
$423K