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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 %
BDF
2326
Black Diamond Financial
Maryland
$405K +$5.3K +17 +1%
MFG
2327
Menard Financial Group
Texas
$404K -$1.1M -3,514 -73%
NF
2328
NavPoint Financial
Minnesota
$404K +$24.3K +78 +6%
PMFA
2329
Plante Moran Financial Advisors
Michigan
$403K -$624 -2 -0.2%
BP
2330
BCK Partners
New York
$401K
WT
2331
Washington Trust
Rhode Island
$401K +$8.73K +28 +2%
LA
2332
Latitude Advisors
Florida
$400K +$9.36K +30 +2%
BF
2333
Brucke Financial
Indiana
$399K +$46.5K +149 +13%
SWGC
2334
Summit Wealth Group (Colorado)
Colorado
$399K +$399K +1,280 New
DI
2335
DDFG Inc
California
$399K +$3.12K +10 +0.8%
TCPW
2336
Twin City Private Wealth
North Carolina
$398K +$22.5K +72 +6%
PWM
2337
Penobscot Wealth Management
Maine
$396K -$3.43K -11 -0.9%
COCM
2338
Charter Oak Capital Management
New Hampshire
$396K +$12.8K +41 +3%
JSL
2339
JT Stratford LLC
Georgia
$396K -$716K -2,296 -64%
MIFH
2340
Migdal Insurance & Financial Holdings
Israel
$394K -$41.5K -133 -10%
CGA
2341
Crescent Grove Advisors
Illinois
$394K -$5.93K -19 -1%
HWMO
2342
Heritage Wealth Management (Ohio)
Ohio
$394K -$251K -805 -39%
AIA
2343
AssuredPartners Investment Advisors
Florida
$392K -$1.63M -5,214 -81%
MSWM
2344
McGlone Suttner Wealth Management
Wisconsin
$391K -$289K -926 -42%
AFM
2345
Aspetuck Financial Management
Connecticut
$391K -$17.2K -55 -4%
BTWM
2346
Baker Tilly Wealth Management
Wisconsin
$390K -$7.8K -25 -2%
SIA
2347
Strategic Investment Advisors
Michigan
$390K -$500K -1,617 -56%
SC
2348
Summa Corp
Texas
$390K -$73.3K -235 -16%
NCM
2349
Next Capital Management
New York
$389K +$228K +732 +142%
ACM
2350
Arcataur Capital Management
Wisconsin
$388K +$22.5K +72 +6%