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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 %
PHAM
2451
Palisades Hudson Asset Management
Florida
$337K
WWC
2452
Waypoint Wealth Counsel
Georgia
$337K -$936 -3 -0.3%
AFG
2453
Altiora Financial Group
Ohio
$336K -$62.4K -200 -16%
HAM
2454
Harmony Asset Management
Arizona
$335K +$202K +647 +151%
VNA
2455
Valley National Advisers
Pennsylvania
$335K -$43.3K -139 -11%
BFC
2456
Bedel Financial Consulting
Indiana
$335K -$193K -619 -37%
HFS
2457
Heritage Financial Services
Massachusetts
$334K -$312 -1 -0.1%
QPWM
2458
Quadrant Private Wealth Management
Pennsylvania
$333K -$22.5K -72 -6%
PPW
2459
Pasadena Private Wealth
California
$333K +$46.8K +150 +16%
EAM
2460
Evanson Asset Management
California
$332K +$83.6K +268 +34%
THL
2461
Tillman Hartley LLC
Colorado
$332K +$10.9K +35 +3%
MCP
2462
Mirador Capital Partners
California
$330K -$3.15M -10,104 -91%
WP
2463
Westmount Partners
California
$330K +$130K +418 +65%
HAM
2464
Hickory Asset Management
Ohio
$329K +$1.87K +6 +0.6%
MWS
2465
MFA Wealth Services
California
$329K +$38.7K +124 +13%
IIA
2466
Integral Investment Advisors
California
$329K +$57.7K +185 +21%
DDPIC
2467
Deroy & Devereaux Private Investment Counsel
Michigan
$328K -$15K -48 -4%
EP
2468
Elkhorn Partners
Nebraska
$328K +$328K +1,050 New
TNB
2469
Thomasville National Bank
Georgia
$327K -$119K -380 -27%
KLI
2470
Kelman-Lazarov Inc
Tennessee
$327K -$243K -780 -43%
BMC
2471
Benin Management Corp
Connecticut
$327K -$61.5K -197 -16%
IHWM
2472
Iron Horse Wealth Management
Iowa
$327K -$25.9K -83 -7%
SAM
2473
Seelaus Asset Management
New Jersey
$327K +$34.3K +110 +12%
BFWA
2474
Benchmark Financial Wealth Advisors
Florida
$326K +$9.05K +29 +3%
EL
2475
EWA LLC
Pennsylvania
$326K +$25.3K +81 +8%