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UnitedHealth

3,117 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, 1,267 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,117
Holders Change
-438
Holders Change %
-12.32%
% of All Funds
41.78%
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
1,267
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 %
BHBT
3526
Burke & Herbert Bank & Trust
Virginia
-$291K -556 Closed
ELM
3527
Elite Life Management
Florida
-$291K -555 Closed
TWA
3528
Talisman Wealth Advisors
New Jersey
-$291K -555 Closed
TMWM
3529
Taylor & Morgan Wealth Management
Michigan
-$289K -552 Closed
LFS
3530
Legacy Financial Strategies
Kansas
-$289K -552 Closed
JWM
3531
Jackson Wealth Management
Florida
-$288K -549 Closed
SIC
3532
SFE Investment Counsel
California
-$288K -549 Closed
CFP
3533
Cypress Financial Planning
New Jersey
-$287K -548 Closed
PL
3534
Parthenon LLC
Kentucky
-$286K -546 Closed
SFC
3535
Strategic Financial Concepts
Texas
-$286K -546 Closed
LFGO
3536
Legacy Financial Group (Oklahoma)
Oklahoma
-$286K -546 Closed
CAM
3537
Clark Asset Management
New Hampshire
-$285K -545 Closed
PFWA
3538
Paces Ferry Wealth Advisors
Georgia
-$285K -545 Closed
IAG
3539
Investmark Advisory Group
Connecticut
-$286K -545 Closed
LWP
3540
Laurel Wealth Planning
Minnesota
-$285K -545 Closed
GSC
3541
Ground Swell Capital
South Carolina
-$285K -545 Closed
PFG
3542
Prospect Financial Group
Virginia
-$284K -543 Closed
ACP
3543
Aveo Capital Partners
Colorado
-$212K -543 Closed
SCM
3544
Saxony Capital Management
Missouri
-$284K -542 Closed
RBFC
3545
Roman Butler Fullerton & Co
Missouri
-$316K -541 Closed
WCP
3546
Wick Capital Partners
Pennsylvania
-$283K -541 Closed
AAS
3547
AdviceOne Advisory Services
Connecticut
-$283K -540 Closed
GPW
3548
Genesis Private Wealth
Virginia
-$282K -538 Closed
ES
3549
Eagle Strategies
New York
-$282K -538 Closed
WCM
3550
Wealthcare Capital Management
Virginia
-$281K -537 Closed