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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 %
FTUS
2401
Flow Traders U.S.
New York
$356K +$356K +1,142 New
SIC
2402
Sterling Investment Counsel
New York
$355K -$726K -2,326 -67%
WA
2403
Wambolt & Associates
Colorado
$355K -$1.99M -6,093 -85%
SGK
2404
Steigerwald Gordon & Koch
Virginia
$355K -$45.2K -145 -11%
WFA
2405
Wellspring Financial Advisors
Ohio
$354K -$39.9K -128 -10%
ML
2406
McAdam LLC
Pennsylvania
$354K +$39.9K +128 +13%
CCWM
2407
Correct Capital Wealth Management
Missouri
$354K -$1.2M -3,835 -77%
BBNB
2408
Baker Boyer National Bank
Washington
$353K
CIM
2409
Cambria Investment Management
California
$353K +$353K +1,130 New
SWA
2410
Strategies Wealth Advisors
Michigan
$351K +$37.4K +120 +12%
JTWM
2411
Jackson Thornton Wealth Management
Alabama
$350K +$100K +326 +40%
ACP
2412
Aviance Capital Partners
Florida
$350K -$552K -1,768 -61%
PSIWM
2413
Paradigm Strategies in Wealth Management
Minnesota
$350K +$1.25K +4 +0.4%
LWANC
2414
Laurel Wealth Advisors (North Carolina)
North Carolina
$350K +$349K +108,763 +25,471%
CIA
2415
Compass Ion Advisors
Pennsylvania
$350K +$130K +417 +59%
DWS
2416
Discipline Wealth Solutions
South Carolina
$348K +$7.49K +24 +2%
SWA
2417
Strata Wealth Advisors
Texas
$348K +$64.6K +207 +23%
CFO
2418
Custos Family Office
Texas
$347K +$39.9K +128 +13%
TTIC
2419
Tower Trust & Investment Company
Iowa
$346K
PCI
2420
Planning Center Inc
Illinois
$346K -$7.18K -23 -2%
LWP
2421
LeClair Wealth Partners
Ohio
$345K -$43.4K -139 -11%
DA
2422
Dillon & Associates
Michigan
$345K -$13.7K -44 -4%
VAF
2423
Values Added Financial
District of Columbia
$345K +$67.4K +216 +24%
OPOWM
2424
One Plus One Wealth Management
Florida
$344K -$103K -330 -23%
KDA
2425
Kraft Davis & Associates
Missouri
$344K -$10.2K -36 -3%