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UnitedHealth

3,114 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 270 funds opening new positions, 1,266 increasing their positions, 1,408 reducing their positions, and 643 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,114
Holders Change
-440
Holders Change %
-12.38%
% of All Funds
41.77%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
270
Increased
1,266
Reduced
1,408
Closed
643
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
3651
David Wealth Management
Virginia
-$225K -430 Closed
RPGK
3652
Retirement Planning Group (Kansas)
Kansas
-$225K -430 Closed
GWA
3653
Gutierrez Wealth Advisory
Arkansas
-$225K -430 Closed
GWM
3654
GK Wealth Management
Nevada
-$225K -429 Closed
VW
3655
Vance Wealth
California
-$225K -429 Closed
JC
3656
Jacobs & Co
California
-$224K -429 Closed
CCA
3657
Cora Capital Advisors
New Jersey
-$225K -429 Closed
TWM
3658
Tanager Wealth Management
United Kingdom
-$224K -428 Closed
BCM
3659
Brown Capital Management
Maryland
-$224K -427 Closed
UWM
3660
USAdvisors Wealth Management
Minnesota
-$223K -427 Closed
KAM
3661
Kraft Asset Management
Tennessee
-$224K -427 Closed
HL
3662
HeadInvest LLC
Maine
-$224K -427 Closed
FCM
3663
Fire Capital Management
California
-$224K -427 Closed
GPW
3664
Gray Private Wealth
Massachusetts
-$223K -426 Closed
HWM
3665
Hobbs Wealth Management
Indiana
-$223K -426 Closed
ESBC
3666
E.S. Barr & Co
Kentucky
-$223K -425 Closed
HIS
3667
Harvest Investment Services
Illinois
-$222K -423 Closed
LSWP
3668
Liberty Square Wealth Partners
Pennsylvania
-$221K -422 Closed
FOR
3669
Family Office Research
Maryland
-$221K -422 Closed
PIFP
3670
Partners in Financial Planning
Virginia
-$220K -421 Closed
LWM
3671
Lakeridge Wealth Management
Ohio
-$220K -420 Closed
HWA
3672
Heritage Wealth Architects
Minnesota
-$220K -420 Closed
BBA
3673
BLB&B Advisors
Pennsylvania
-$219K -419 Closed
FFS
3674
Fortress Financial Solutions
Arizona
-$219K -418 Closed
SFG
3675
Synergy Financial Group
California
-$218K -416 Closed