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UnitedHealth

3,116 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 271 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
3,116
Holders Change
-439
Holders Change %
-12.35%
% 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
271
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 %
LAM
3551
Lakewood Asset Management
Illinois
-$281K -537 Closed
NPT
3552
Nixon Peabody Trust
Massachusetts
-$281K -536 Closed
CWA
3553
Clarity Wealth Advisors
California
-$281K -536 Closed
IAG
3554
Investment Advisory Group
Massachusetts
-$279K -533 Closed
HOWA
3555
Heritage Oak Wealth Advisors
Florida
-$279K -533 Closed
WAS
3556
Wealth Advisory Solutions
Indiana
-$279K -532 Closed
CCM
3557
Crew Capital Management
Ohio
-$278K -531 Closed
EIA
3558
Edgemoor Investment Advisors
Maryland
-$278K -530 Closed
LF
3559
LifeSteps Financial
California
-$275K -526 Closed
VBWMG
3560
Von Berge Wealth Management Group
California
-$223K -526 Closed
KFS
3561
Kaizen Financial Strategies
California
-$275K -525 Closed
HFRG
3562
Houlihan Financial Resource Group
Virginia
-$274K -524 Closed
DFP
3563
Defined Financial Planning
California
-$274K -524 Closed
DFG
3564
Dynamic Financial Group
Iowa
-$272K -520 Closed
CFGL
3565
Cambridge Financial Group, LLC
Arizona
-$271K -517 Closed
JBW
3566
Journey Beyond Wealth
Georgia
-$271K -517 Closed
PPWM
3567
Perissos Private Wealth Management
Oklahoma
-$269K -513 Closed
HWA
3568
Heartwood Wealth Advisors
Virginia
-$268K -511 Closed
WCWM
3569
Willow Creek Wealth Management
California
-$267K -510 Closed
BA
3570
Ballew Advisors
Mississippi
-$304K -508 Closed
PBC
3571
Pavion Blue Capital
California
-$266K -508 Closed
CF
3572
Convergence Financial
Missouri
-$265K -507 Closed
XWM
3573
Xcel Wealth Management
Florida
-$264K -505 Closed
TFG
3574
Taylor Financial Group
Virginia
-$264K -505 Closed
SAMT
3575
Select Asset Management & Trust
Pennsylvania
-$264K -504 Closed