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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 %
WBG
3576
Wharton Business Group
Pennsylvania
-$264K -504 Closed
IWN
3577
Independent Wealth Network
Iowa
-$263K -503 Closed
MF
3578
Meridian Financial
Massachusetts
-$263K -503 Closed
HGA
3579
Hobbs Group Advisors
South Carolina
-$263K -502 Closed
ICA
3580
Infrastructure Capital Advisors
New York
-$262K -501 Closed
SM
3581
Samjo Management
New York
-$262K -500 Closed
AGP
3582
Autumn Glory Partners
Texas
-$262K -500 Closed
PCA
3583
Peddock Capital Advisors
Massachusetts
-$262K -500 Closed
CWA
3584
CM Wealth Advisors
Ohio
-$262K -500 Closed
UOC
3585
University of Chicago
Illinois
-$262K -500 Closed
CAM
3586
Columbia Asset Management
Michigan
-$261K -499 Closed
HFS
3587
Howard Financial Services
Texas
-$261K -498 Closed
VIPI
3588
Vista Investment Partners II
Indiana
-$260K -497 Closed
TA
3589
TruWealth Advisors
Louisiana
-$260K -497 Closed
VCM
3590
Vision Capital Management
Oregon
-$260K -497 Closed
OWM
3591
Orgel Wealth Management
Wisconsin
-$259K -495 Closed
HKIMG
3592
Hutchens & Kramer Investment Management Group
Indiana
-$259K -495 Closed
MWP
3593
Meredith Wealth Planning
Illinois
-$258K -493 Closed
EC
3594
Eaton-Cambridge
Arizona
-$258K -492 Closed
CPC
3595
CFC Planning Company
Indiana
-$258K -492 Closed
AWM
3596
Accel Wealth Management
Iowa
-$258K -492 Closed
HWM
3597
Howard Wealth Management
Connecticut
-$257K -491 Closed
VWM
3598
Vigilare Wealth Management
Arizona
-$257K -490 Closed
PW
3599
Potentia Wealth
California
-$257K -490 Closed
MWP
3600
Meriwether Wealth & Planning
Louisiana
-$257K -490 Closed