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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 %
CPA
2426
Capital Performance Advisors
California
$344K -$5.3K -17 -2%
OIC
2427
Orion Investment Company
Missouri
$343K
BFA
2428
Benedict Financial Advisors
Georgia
$343K -$3.12K -10 -0.9%
WCM
2429
Wellington Capital Management
Maryland
$342K +$342K +1,097 New
NFP
2430
Narus Financial Partners
Utah
$342K +$105K +336 +44%
TBC
2431
Tweedy, Browne Co
Connecticut
$342K +$342K +1,095 New
JWM
2432
Jeppson Wealth Management
California
$340K +$24.3K +78 +8%
HWM
2433
HFR Wealth Management
New York
$340K
CCMT
2434
CMT Capital Markets Trading
Germany
$340K +$340K +1,089 New
LWM
2435
LeConte Wealth Management
Tennessee
$340K +$139K +444 +69%
AB
2436
Atlas Brown
Kentucky
$340K -$29.6K -95 -8%
EA
2437
Emerald Advisors
Washington
$340K +$55.2K +177 +19%
HBS
2438
Howard Bailey Securities
Indiana
$339K -$51.5K -165 -13%
AWM
2439
Aries Wealth Management
Maine
$339K -$1.04M -3,320 -75%
EBSAM
2440
Eubel Brady & Suttman Asset Management
Ohio
$339K +$46.5K +149 +16%
SIM
2441
Sims Investment Management
Ohio
$339K +$12.8K +41 +4%
WPC
2442
White Pine Capital
Minnesota
$339K +$49.9K +160 +17%
GCA
2443
Genesee Capital Advisors
New York
$339K +$2.5K +8 +0.7%
VC
2444
Veracity Capital
Georgia
$338K +$5.93K +19 +2%
OPWM
2445
Oxinas Partners Wealth Management
Indiana
$338K -$3.43K -11 -1%
AWM
2446
Angeles Wealth Management
California
$338K -$449K -1,439 -57%
DMBA
2447
Deseret Mutual Benefit Administrators
Utah
$338K
EWA
2448
Evolution Wealth Advisors
Florida
$338K +$3.43K +11 +1%
FAG
2449
Fortitude Advisory Group
Washington
$337K +$9.36K +30 +3%
NFTC
2450
North Forty Two & Co
Oregon
$337K -$8.74K -28 -3%