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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 %
FBT
2301
First Bank & Trust
South Dakota
$422K -$33.1K -106 -7%
MHR
2302
Matthew Hamilton Rosenberg
$422K -$4.68K -15 -1%
BFIM
2303
Beese Fulmer Investment Management
Ohio
$421K -$6.81M -21,839 -94%
BA
2304
Birinyi Associates
Connecticut
$421K
EW
2305
Element Wealth
Mississippi
$421K +$189K +607 +82%
CFSG
2306
Clark Financial Services Group
Missouri
$420K +$420K +1,347 New
PPWM
2307
Paragon Private Wealth Management
Kentucky
$420K -$37.1K -119 -8%
HFP
2308
Holistic Financial Partners
Indiana
$420K +$86.4K +277 +26%
PC
2309
Prairiewood Capital
North Dakota
$419K +$23.7K +76 +6%
CCA
2310
Coign Capital Advisors
Utah
$418K +$39.9K +128 +11%
FRM
2311
Fox Run Management
Connecticut
$418K +$418K +1,339 New
RFA
2312
Resurgent Financial Advisors
Georgia
$417K -$2.18K -7 -0.5%
CCG
2313
Coastwise Capital Group
California
$417K +$162K +518 +63%
OWA
2314
One Wealth Advisors
California
$413K -$977K -3,132 -70%
HNWAG
2315
High Net Worth Advisory Group
Florida
$412K +$84.4K +270 +26%
FOA
2316
Five Oceans Advisors
California
$412K -$53.7K -172 -12%
BPW
2317
Bingham Private Wealth
California
$411K -$126K -403 -23%
ODFS
2318
O'Donnell Financial Services
California
$411K -$3.74K -12 -0.9%
SP
2319
Successful Portfolios
Florida
$409K +$67.4K +216 +20%
GWSG
2320
GPS Wealth Strategies Group
Colorado
$407K -$137K -438 -25%
ABLA
2321
Alan B. Lancz & Associates
Ohio
$407K +$407K +1,305 New
WDC
2322
Woodward Diversified Capital
California
$407K +$126K +404 +45%
PPW
2323
Parcion Private Wealth
Washington
$406K +$32.4K +104 +9%
FWTB
2324
First Western Trust Bank
Colorado
$406K +$4.37K +14 +1%
AFA
2325
Allium Financial Advisors
Oregon
$405K -$2.5K -8 -0.6%