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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 %
BEAM
3601
Baker Ellis Asset Management
Washington
-$256K -489 Closed
CL
3602
CVFG LLC
Indiana
-$256K -489 Closed
AF
3603
Apollon Financial
South Carolina
-$256K -488 Closed
SBWIC
3604
Schaper Benz & Wise Investment Counsel
Wisconsin
-$255K -487 Closed
LRIA
3605
Leonard Rickey Investment Advisors
Washington
-$285K -486 Closed
PWW
3606
Pettyjohn Wood & White
Virginia
-$255K -486 Closed
KP
3607
Kitching Partners
Pennsylvania
-$254K -485 Closed
WFA
3608
WestHill Financial Advisors
California
-$254K -485 Closed
LPAM
3609
Lodestar Private Asset Management
California
-$254K -484 Closed
LC
3610
LCNB Corp
Ohio
-$253K -483 Closed
JA
3611
JVL Associates
Michigan
-$253K -483 Closed
KCIC
3612
Kuhn & Co Investment Counsel
Illinois
-$253K -483 Closed
NAMNJ
3613
NorthStar Asset Management (New Jersey)
New Jersey
-$253K -482 Closed
PA
3614
PSI Advisors
Florida
-$252K -482 Closed
WSA
3615
Warm Springs Advisors
California
-$252K -481 Closed
VCM
3616
Verde Capital Management
Michigan
-$252K -481 Closed
HPA
3617
High Probability Advisors
New York
-$252K -481 Closed
MPCG
3618
Matrix Private Capital Group
New York
-$251K -480 Closed
VC
3619
Vicus Capital
Pennsylvania
-$251K -479 Closed
SL
3620
Sentry LLC
Tennessee
-$249K -475 Closed
CCA
3621
Carrera Capital Advisors
Michigan
-$247K -471 Closed
SFP
3622
Sandbox Financial Partners
Maryland
-$247K -471 Closed
CA
3623
Capital Advantage
California
-$237K -469 Closed
WWM
3624
Wiser Wealth Management
Georgia
-$246K -469 Closed
CFG
3625
Cosner Financial Group
Colorado
-$246K -469 Closed