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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 %
CG
2551
Clarus Group
Texas
$294K -$287K -919 -49%
BFS
2552
Burr Financial Services
California
$293K +$131K +420 +81%
LODC
2553
Lanham O'Dell & Company
West Virginia
$293K +$22.1K +71 +8%
DWM
2554
Darwin Wealth Management
Florida
$293K -$6.25K -20 -2%
MFG
2555
Midwest Financial Group
Kansas
$293K -$90.1K -289 -24%
II
2556
Impact Investors
California
$293K -$43.4K -139 -13%
SWRP
2557
Summit Wealth & Retirement Planning
California
$292K +$292K +937 New
NHT
2558
New Hampshire Trust
New Hampshire
$292K +$36.2K +116 +14%
PCM
2559
Perritt Capital Management
Illinois
$292K -$28.4K -91 -9%
AA
2560
Auxano Advisors
Washington
$291K -$95.2K -305 -25%
SPFA
2561
Summit Place Financial Advisors
New Jersey
$291K -$1.44M -4,607 -83%
CYG
2562
Clean Yield Group
Vermont
$290K -$226K -725 -44%
SFC
2563
Swisher Financial Concepts
Ohio
$290K
IA
2564
Insight Advisors
Pennsylvania
$290K -$11.6K -37 -4%
BMC
2565
Beaton Management Company
Massachusetts
$290K +$31.1K +100 +12%
WCG
2566
Weaver Consulting Group
California
$290K +$131K +421 +83%
MWA
2567
MN Wealth Advisors
Kansas
$290K +$290K +929 New
RWI
2568
Red Wave Investments
Pennsylvania
$289K -$624 -2 -0.2%
CL
2569
COWA LLC
Oklahoma
$289K +$289K +926 New
AF
2570
Atala Financial
California
$289K -$45.5K -146 -14%
CFD
2571
Creative Financial Designs
Indiana
$288K +$11.8K +38 +4%
OFG
2572
Oxford Financial Group
Indiana
$288K -$50.2K -161 -15%
NECFA
2573
New England Capital Financial Advisors
Connecticut
$288K +$624 +2 +0.2%
LFG
2574
Lockerman Financial Group
California
$288K -$56.2K -180 -16%
GWM
2575
Gibbs Wealth Management
Georgia
$286K +$286K +918 New