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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 %
XPN
2701
XY Planning Network
Montana
$235K +$1.56K +5 +0.7%
PFS
2702
Prospect Financial Services
New York
$235K +$235K +753 New
LAS
2703
LWM Advisory Services
Florida
$234K +$16.8K +54 +8%
ML
2704
Mayport LLC
Massachusetts
$234K -$28.1K -90 -11%
ACM
2705
Ascent Capital Management
Oregon
$234K -$71.1K -228 -23%
PSFG
2706
Park Square Financial Group
Georgia
$234K -$8.74K -28 -4%
TI
2707
Truepoint Inc
Ohio
$233K +$1.56K +5 +0.7%
CWG
2708
Crown Wealth Group
North Carolina
$233K +$624 +2 +0.3%
LGG
2709
Luts & Greenleigh Group
Maryland
$233K -$29.9K -96 -11%
CF
2710
Clarity Financial
Texas
$233K -$55.5K -178 -19%
SFPG
2711
Stonebridge Financial Planning Group
Florida
$232K -$69.9K -224 -23%
BTWM
2712
Brass Tax Wealth Management
Ohio
$232K -$3.75K -12 -2%
AA
2713
Alesco Advisors
New York
$232K +$56.5K +181 +32%
WIM
2714
Warwick Investment Management
Texas
$231K +$46.8K +150 +25%
LTI
2715
Laffer Tengler Investments
Tennessee
$231K +$73.9K +237 +47%
WW
2716
Westshore Wealth
California
$231K
TBT
2717
Texas Bank & Trust
Texas
$231K -$531K -1,701 -70%
AWMG
2718
Alliance Wealth Management Group
New Jersey
$231K +$231K +741 New
GA
2719
Goldstein Advisors
Wisconsin
$230K -$153K -490 -40%
EBA
2720
Eagle Bay Advisors
New York
$230K -$46.8K -150 -17%
WRPWM
2721
Werba Rubin Papier Wealth Management
California
$230K -$88.2K -283 -28%
LWM
2722
Liberty Wealth Management
California
$230K -$39.6K -127 -15%
BRM
2723
Boston Research & Management
Massachusetts
$230K
CA
2724
Crumly & Associates
Illinois
$230K +$35.9K +115 +18%
SAA
2725
Southeast Asset Advisors
Georgia
$230K -$2.18K -7 -0.9%