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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 %
2L
3651
25 LLC
Missouri
-$226K -432 Closed
AFP
3652
Alpha Financial Partners
Kentucky
-$226K -431 Closed
W
3653
WPWealth
Texas
-$226K -431 Closed
GWA
3654
Gutierrez Wealth Advisory
Arkansas
-$225K -430 Closed
RPGK
3655
Retirement Planning Group (Kansas)
Kansas
-$225K -430 Closed
DWM
3656
David Wealth Management
Virginia
-$225K -430 Closed
GWM
3657
GK Wealth Management
Nevada
-$225K -429 Closed
VW
3658
Vance Wealth
California
-$225K -429 Closed
CCA
3659
Cora Capital Advisors
New Jersey
-$225K -429 Closed
JC
3660
Jacobs & Co
California
-$224K -429 Closed
TWM
3661
Tanager Wealth Management
United Kingdom
-$224K -428 Closed
KAM
3662
Kraft Asset Management
Tennessee
-$224K -427 Closed
HL
3663
HeadInvest LLC
Maine
-$224K -427 Closed
FCM
3664
Fire Capital Management
California
-$224K -427 Closed
UWM
3665
USAdvisors Wealth Management
Minnesota
-$223K -427 Closed
BCM
3666
Brown Capital Management
Maryland
-$224K -427 Closed
HWM
3667
Hobbs Wealth Management
Indiana
-$223K -426 Closed
GPW
3668
Gray Private Wealth
Massachusetts
-$223K -426 Closed
ESBC
3669
E.S. Barr & Co
Kentucky
-$223K -425 Closed
HIS
3670
Harvest Investment Services
Illinois
-$222K -423 Closed
FOR
3671
Family Office Research
Maryland
-$221K -422 Closed
LSWP
3672
Liberty Square Wealth Partners
Pennsylvania
-$221K -422 Closed
PIFP
3673
Partners in Financial Planning
Virginia
-$220K -421 Closed
HWA
3674
Heritage Wealth Architects
Minnesota
-$220K -420 Closed
LWM
3675
Lakeridge Wealth Management
Ohio
-$220K -420 Closed