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UnitedHealth
UNH

Overview Fund Activity

3,113 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, 1,265 increasing their positions, 1,408 reducing their positions, and 642 closing their positions.

Holders
3,113
Holders Change
-441
Holders Change %
-12.41%
% of All Funds
41.79%
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
1,265
Reduced
1,408
Closed
642
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.57B
2
Dodge & Cox
2
Dodge & Cox
California
$2.73B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.63B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.68B
5
AL
5
Appaloosa LP
New Jersey
$764M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.79B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.24B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.24B
4
Morgan Stanley
4
Morgan Stanley
New York
$4.71B
5
Capital World Investors
5
Capital World Investors
California
$5.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
Man Group
376
Man Group
United Kingdom
$35.7M -$59.6M -191,114 -63%
CPSAC
377
Chas P. Smith & Associates (CPS)
Florida
$35.6M +$4.61M +14,789 +15%
NCM
378
Nearwater Capital Markets
Ireland
$35.6M +$18.4M +59,000 +107%
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$35.6M -$17.4M -55,902 -33%
CAM
380
Crake Asset Management
United Kingdom
$35.5M +$35.5M +113,943 New
CTB
381
Country Trust Bank
Illinois
$35.4M +$144K +461 +0.4%
OWP
382
Obermeyer Wealth Partners
Colorado
$35.4M +$11.7M +37,435 +49%
NC
383
Nicholas Company
Wisconsin
$35.1M -$10.2M -32,539 -22%
MOACM
384
Mutual of America Capital Management
New York
$34.7M -$376K -1,206 -1%
CAPTRUST Financial Advisors
385
CAPTRUST Financial Advisors
North Carolina
$34.6M -$11.4M -36,427 -25%
AIM
386
Achmea Investment Management
Netherlands
$34.6M +$5.1M +16,348 +17%
PM
387
Prosight Management
Texas
$34.3M +$34.3M +110,000 New
EIP
388
Epoch Investment Partners
New York
$34.1M -$156M -499,798 -82%
AAM
389
Aureus Asset Management
Massachusetts
$34.1M +$10.2M +32,645 +43%
CFB
390
Cullen/Frost Bankers
Texas
$34M +$1.55M +4,955 +5%
SPIA
391
Steward Partners Investment Advisory
New York
$33.8M -$2.89M -9,274 -8%
CSIC
392
Clifford Swan Investment Counsel
California
$33.4M +$15.4M +49,494 +86%
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$33.3M -$5.84M -18,709 -15%
BDLIB
394
Banque de Luxembourg Investments (BLI)
Luxembourg
$33.2M +$315K +1,020 +1%
GFM
395
GF Fund Management
China
$32.9M +$25.3M +81,108 +332%
Ninety One (UK)
396
Ninety One (UK)
United Kingdom
$32.8M -$16.6M -53,126 -34%
BWC
397
Blue Whale Capital
United Kingdom
$32.6M +$8.49M +27,210 +35%
KAS
398
Kestra Advisory Services
Texas
$32.5M +$2.69M +8,624 +9%
CIC
399
Carnegie Investment Counsel
Ohio
$32.2M +$2.64M +8,474 +9%
WPW
400
Warther Private Wealth
Ohio
$32M +$32M +102,597 New
14 15
16
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