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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 %
AWM
701
Apollon Wealth Management
South Carolina
$8.59M -$1.55M -4,968 -15%
SIA
702
Soltis Investment Advisors
Utah
$8.57M +$2.01M +6,437 +31%
HIA
703
Harbor Investment Advisory
Maryland
$8.53M -$1.59M -5,103 -16%
ACIM
704
Azimuth Capital Investment Management
Michigan
$8.5M -$7.32M -23,450 -46%
KCG
705
Kinsale Capital Group
Virginia
$8.48M +$8.48M +27,181 New
HT
706
Heritage Trust
Oklahoma
$8.46M +$73.6K +236 +0.9%
SCA
707
Snowden Capital Advisors
New York
$8.44M -$3.19M -10,231 -27%
DIM
708
Delta Investment Management
California
$8.42M +$6.31M +20,220 +298%
BWS
709
Buck Wealth Strategies
Colorado
$8.39M +$2.59M +8,307 +45%
PIMJS
710
PKO Investment Management Joint-Stock
Poland
$8.39M +$4.05M +12,991 +94%
SWP
711
Stratos Wealth Partners
Ohio
$8.38M +$3.66M +11,717 +77%
HJGA
712
Hardman Johnston Global Advisors
Connecticut
$8.36M -$6.37M -20,426 -43%
MC
713
Middleton & Co
Massachusetts
$8.34M -$81.4K -261 -1%
WSFS
714
Wilmington Savings Fund Society
Delaware
$8.3M -$793K -2,542 -9%
AUB
715
Atlantic Union Bankshares
Virginia
$8.28M +$3.44M +11,037 +71%
MG
716
Markel Group
Virginia
$8.27M -$472K -1,514 -5%
TSW
717
Thompson Siegel & Walmsley
Virginia
$8.24M +$7.75M +24,830 +1,574%
EH
718
Equitable Holdings
New York
$8.23M -$204K -653 -2%
EGM
719
Engineers Gate Manager
New York
$8.21M +$464K +1,487 +6%
GBA
720
Garrison Bradford & Associates
New York
$8.13M -$2.25M -7,206 -22%
BWP
721
Barlow Wealth Partners
Kentucky
$8.12M -$6.48M -21,061 -44%
MFG
722
Merit Financial Group
Georgia
$8.09M +$1.67M +5,352 +26%
CWM
723
CMH Wealth Management
New Hampshire
$8.06M +$3.74M +11,987 +87%
AA
724
ALPS Advisors
Colorado
$8.05M -$447K -1,433 -5%
PMWMG
725
Parr McKnight Wealth Management Group
Minnesota
$8.04M +$1.56M +5,004 +24%