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UnitedHealth

3,117 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 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
3,117
Holders Change
-438
Holders Change %
-12.32%
% 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
272
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 %
CLA
751
Carnegie Lake Advisors
New Jersey
$7.63M -$55.8K -179 -0.7%
WCM
752
Wedge Capital Management
North Carolina
$7.63M +$1.25M +3,998 +20%
WF
753
WoodTrust Financial
Wisconsin
$7.62M +$93K +298 +1%
NPPM
754
North Point Portfolio Managers
Ohio
$7.59M -$143K -458 -2%
GIM
755
Goelzer Investment Management
Indiana
$7.52M +$2.53M +8,096 +51%
WAM
756
Wolverine Asset Management
Illinois
$7.51M +$7.51M +24,085 New
AR
757
Advisory Research
Illinois
$7.5M +$938K +3,006 +14%
OFCM
758
One Fin Capital Management
California
$7.49M +$7.49M +24,000 New
BWM
759
Bulltick Wealth Management
Florida
$7.47M +$4.99M +15,985 +201%
HI
760
Horizon Investments
North Carolina
$7.41M +$3.84M +12,301 +107%
IWC
761
Integrated Wealth Concepts
Massachusetts
$7.4M -$832K -2,667 -10%
LGWM
762
Litman Gregory Wealth Management
California
$7.38M -$1.22M -3,904 -14%
AGC
763
Alden Global Capital
Florida
$7.38M +$7.38M +23,655 New
BWFA
764
Baltimore-Washington Financial Advisors
Maryland
$7.37M -$494K -1,582 -6%
WC
765
Westerkirk Capital
$7.35M +$7.35M +23,568 New
OCAM
766
Onex Canada Asset Management
Ontario, Canada
$7.34M -$1.98M -6,354 -21%
EP
767
Edgestream Partners
New Jersey
$7.33M +$5.82M +18,642 +384%
RDWM
768
Red Door Wealth Management
Tennessee
$7.32M +$1.25M +4,007 +21%
TBA
769
Tower Bridge Advisors
Pennsylvania
$7.32M -$1.76M -5,650 -19%
MCM
770
McRae Capital Management
New Jersey
$7.31M -$2.1M -6,733 -22%
NAM
771
NorthCrest Asset Manangement
Minnesota
$7.29M +$638K +2,068 +10%
KFS
772
Kurt F. Somerville
$7.27M -$462K -1,480 -6%
TCWA
773
Turtle Creek Wealth Advisors
Texas
$7.24M +$4.28M +13,707 +144%
OBAM
774
ODDO BHF Asset Management
France
$7.23M -$9.16M -29,352 -56%
KA
775
Kovack Advisors
Florida
$7.21M +$3.84M +12,301 +114%