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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 %
PJSIMP
801
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.44M -$1.16M -3,730 -15%
SFG
802
Sather Financial Group
Texas
$6.42M +$5.95M +19,063 +1,252%
CGH
803
Crossmark Global Holdings
Texas
$6.4M -$589K -1,887 -8%
SC
804
Savoie Capital
Illinois
$6.4M +$6.4M +20,500 New
AC
805
Asio Capital
Kentucky
$6.38M +$1.51M +4,841 +31%
WTC
806
WhitTier Trust Company
Nevada
$6.37M -$7.87M -25,222 -55%
SB
807
SIG Brokerage
New York
$6.37M +$871K +2,791 +16%
CCM
808
Coldstream Capital Management
Washington
$6.37M -$2.19M -7,019 -26%
CI
809
CX Institutional
Indiana
$6.37M +$1.2M +3,840 +23%
CIA
810
Capital Investment Advisors
Georgia
$6.36M -$879K -2,819 -12%
WIC
811
Woodmont Investment Counsel
Tennessee
$6.35M +$549K +1,760 +9%
BIA
812
Biondo Investment Advisors
Pennsylvania
$6.31M +$303K +971 +5%
DR
813
Davis Rea
Ontario, Canada
$6.3M -$1.05M -3,360 -14%
MWM
814
Meridian Wealth Management
Kentucky
$6.3M -$2.96M -9,501 -32%
BIAS
815
Beacon Investment Advisory Services
New Jersey
$6.29M -$364K -1,167 -5%
RBA
816
Richard Bernstein Advisors
New York
$6.29M -$4.37K -14 -0.1%
VFA
817
Valeo Financial Advisors
Indiana
$6.28M +$5.94M +239,486 +1,726%
RS
818
Robeco Schweiz
Switzerland
$6.28M -$888K -2,846 -12%
JFG
819
Jefferies Financial Group
New York
$6.27M +$1.56M +4,989 +33%
MSA
820
MUFG Securities Americas
New York
$6.27M +$1.19M +3,815 +23%
MCM
821
Mattern Capital Management
Colorado
$6.26M +$271K +870 +5%
SAM
822
Scion Asset Management
California
$6.24M +$6.24M +20,000 New
SAMU
823
SONA Asset Management (US)
New York
$6.24M +$6.24M +20,000 New
EB
824
Eastern Bank
Massachusetts
$6.23M -$40.5M -129,735 -87%
AAMU
825
APG Asset Management US
New York
$6.22M