UNH icon

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 %
FWCM
651
Ferguson Wellman Capital Management
Oregon
$10.3M -$48.5M -155,436 -82%
FCH
652
Freestone Capital Holdings
Washington
$10.3M +$2.91M +9,332 +39%
CTA
653
Chesley Taft & Associates
Illinois
$10.2M -$342K -1,095 -3%
KSCM
654
Kamunting Street Capital Management
Florida
$10.1M +$10.1M +32,500 New
APM
655
Avidity Partners Management
Texas
$9.98M -$5.77M -18,500 -37%
MYAM
656
Meiji Yasuda Asset Management
Japan
$9.97M +$425K +1,363 +4%
LFAS
657
Level Four Advisory Services
Texas
$9.96M -$537K -1,720 -5%
Los Angeles Capital Management
658
Los Angeles Capital Management
California
$9.92M +$5.1M +16,336 +106%
PIA
659
Petredis Investment Advisors
Pennsylvania
$9.92M +$150K +481 +2%
Luther King Capital Management (LKCM)
660
Luther King Capital Management (LKCM)
Texas
$9.88M -$26.9M -86,080 -73%
WTB
661
Washington Trust Bank
Washington
$9.85M +$180K +577 +2%
BFA
662
Bragg Financial Advisors
North Carolina
$9.8M +$163K +521 +2%
KPWS
663
Kestra Private Wealth Services
Texas
$9.73M -$323K -1,035 -3%
GH
664
GAM Holding
Switzerland
$9.73M +$36.5K +117 +0.4%
BC
665
Burney Company
Virginia
$9.7M -$2.03M -6,493 -17%
HCS
666
Himension Capital (Singapore)
Singapore
$9.68M +$7.68M +24,633 +384%
FPGT
667
Financial Partners Group (Tennessee)
Tennessee
$9.68M +$7.25M +23,235 +298%
SFI
668
Siemens Fonds Invest
Germany
$9.64M +$539K +1,728 +6%
IMCOOI
669
Investment Management Corp of Ontario (IMCO)
Canada
$9.61M +$1.49M +4,792 +18%
RPAM
670
Rhenman & Partners Asset Management
Sweden
$9.49M -$14.7M -47,000 -61%
AA
671
Ancora Advisors
Ohio
$9.47M -$26.2M -84,062 -73%
IHL
672
Investment House LLC
California
$9.43M +$6.54M +20,961 +226%
BRCM
673
Bright Rock Capital Management
Massachusetts
$9.36M
SCA
674
Stonebridge Capital Advisors
Minnesota
$9.34M -$1.09M -3,504 -10%
PS
675
Principal Securities
Iowa
$9.32M +$1.1M +3,512 +13%