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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 %
KIM
676
Kestra Investment Management
Texas
$9.3M +$3.05M +6,723 +49%
FAM
677
Fred Alger Management
New York
$9.24M -$1.22M -3,917 -12%
YIA
678
YHB Investment Advisors
Connecticut
$9.24M -$29.3K -94 -0.3%
UCFA
679
United Capital Financial Advisors
Texas
$9.23M -$12.5M -40,093 -58%
VCM
680
Violich Capital Management
California
$9.23M -$1.87M -5,990 -17%
DAC
681
Dividend Assets Capital
South Carolina
$9.22M +$1.63M +5,225 +21%
TI
682
TrueMark Investments
Illinois
$9.21M +$5.17M +16,567 +128%
SI
683
Scharf Investments
California
$9.19M +$9.19M +29,465 New
GF
684
Gabelli Funds
New York
$9.1M -$2.99M -9,570 -25%
QI
685
QV Investors
Alberta, Canada
$9.1M -$402K -1,290 -4%
SI
686
Stephens Inc
Arkansas
$9.09M -$807K -2,588 -8%
NMIMC
687
Northwestern Mutual Investment Management Company
Wisconsin
$9.03M -$103K -330 -1%
FNFDCM
688
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.98M +$1.14M +3,660 +15%
BMCM
689
Bryn Mawr Capital Management
Pennsylvania
$8.98M -$455K -1,460 -5%
PTB
690
Pioneer Trust Bank
Oregon
$8.92M +$396K +1,270 +5%
PA
691
Parallel Advisors
California
$8.92M -$843K -2,702 -9%
RA
692
RFG Advisory
Alabama
$8.91M +$7.27M +23,293 +443%
NSAM
693
North Star Asset Management
Wisconsin
$8.8M +$911K +2,919 +12%
AIM
694
Anchor Investment Management
South Carolina
$8.77M +$1.42M +4,556 +19%
WA
695
Waverly Advisors
Alabama
$8.75M -$6.93M -22,201 -44%
BAM
696
Bell Asset Management
Australia
$8.73M +$633K +2,030 +8%
TAM
697
Trillium Asset Management
Massachusetts
$8.7M +$888K +2,846 +11%
WS
698
Wedbush Securities
California
$8.69M +$2.99M +9,570 +52%
ET
699
Entropy Technologies
New York
$8.68M +$4.75M +15,221 +121%
LGF
700
LGT Group Foundation
Liechtenstein
$8.62M -$6.35M -20,364 -42%