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UnitedHealth
UNH

Overview Fund Activity

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

Top Buyers

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

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.79B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.24B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.24B
4
Morgan Stanley
Morgan Stanley
New York
$4.71B
5
Capital World Investors
Capital World Investors
California
$5.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
RT
426
Rockland Trust
Massachusetts
$26M +$857K +2,747 +3%
QPBE
427
Quintet Private Bank (Europe)
Luxembourg
$26M -$1.31M -4,190 -5%
CRAM
428
Compass Rose Asset Management
New York
$25.9M +$25.9M +83,000 New
TH
429
TCTC Holdings
Texas
$25.8M +$19.6M +62,793 +314%
LOIM
430
Liberty One Investment Management
Illinois
$25.6M +$8.06M +25,846 +46%
NIM
431
NEOS Investment Management
Connecticut
$25.5M +$4.72M +15,137 +23%
BCI
432
Brinker Capital Investments
Pennsylvania
$25.4M -$2.04M -6,551 -7%
GC
433
Guggenheim Capital
Illinois
$25.4M -$2.67M -8,552 -10%
EWA
434
EP Wealth Advisors
California
$25.2M -$716K -2,295 -3%
HIMC
435
Heritage Investors Management Corp
Maryland
$24.8M +$1.55M +4,960 +7%
DRZID
436
DePrince Race & Zollo Inc (DRZ)
Florida
$24.7M -$3.84M -12,314 -13%
GGS
437
Galvin Gaustad & Stein
Arizona
$24.6M +$6.45M +20,688 +36%
OPERF
438
Oregon Public Employees Retirement Fund
Oregon
$24.4M -$218K -700 -0.9%
SCM
439
Scopia Capital Management
New York
$24.4M +$24.4M +78,314 New
TI
440
Tidal Investments
Wisconsin
$24.3M +$9.49M +30,420 +64%
AC
441
AltraVue Capital
Washington
$24.3M – – –
MCM
442
Moore Capital Management
New York
$24.1M +$17.6M +56,329 +267%
AAS
443
Avantax Advisory Services
Texas
$24.1M +$2.44M +7,818 +11%
DLA
444
Douglas Lane & Associates
New York
$24.1M -$2.64M -8,458 -10%
HNB
445
Huntington National Bank
Ohio
$24M -$9.5M -30,455 -28%
BHCM
446
Brevan Howard Capital Management
Jersey
$23.9M +$21.8M +69,877 +1,043%
SYBT
447
Stock Yards Bank & Trust
Kentucky
$23.7M -$320K -1,026 -1%
B
448
BloombergSen
Ontario, Canada
$23.6M +$23.6M +75,708 New
MMA
449
Mizuho Markets Americas
New York
$23.4M – – –
PAM
450
Palisade Asset Management
Minnesota
$23.4M +$1.99M +6,388 +9%
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