UNH icon

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 %
AWM
826
Axxcess Wealth Management
California
$6.21M -$3.29M -10,537 -35%
ACM
827
Advisors Capital Management
New Jersey
$6.2M -$24.4M -78,238 -80%
AF
828
Alerus Financial
North Dakota
$6.2M +$1.58M +5,054 +34%
PF
829
Phoenix Financial
Israel
$6.19M -$2.64M -8,463 -30%
GWM
830
Greenwich Wealth Management
Connecticut
$6.18M -$60.5K -194 -1%
IEFM
831
IQ EQ Fund Management
Ireland
$6.16M +$1.79M +5,748 +41%
MGWM
832
Marks Group Wealth Management
Minnesota
$6.13M +$163K +524 +3%
JWCA
833
J.W. Cole Advisors
Florida
$6.13M +$1.82M +5,823 +42%
AWA
834
Arkadios Wealth Advisors
Georgia
$6.06M +$1.27M +4,081 +27%
HVIA
835
Hudson Valley Investment Advisors
New York
$6.05M -$1.66M -5,324 -22%
AS
836
Altshuler Shaham
Israel
$6.02M +$6.02M +19,300 New
PIM
837
Plato Investment Management
Australia
$5.99M -$707K -2,274 -11%
LDB
838
Lee, Danner & Bass
Tennessee
$5.98M +$2.37M +7,607 +66%
MA
839
Mutual Advisors
Nebraska
$5.96M +$1.26M +4,488 +27%
NRG
840
Nemes Rush Group
Michigan
$5.95M +$975K +3,126 +20%
SW
841
Simplicity Wealth
New Jersey
$5.95M +$3.49M +11,179 +142%
AF
842
Ally Financial
Michigan
$5.93M -$1.25M -4,000 -17%
MYIA
843
Mount Yale Investment Advisors
Colorado
$5.91M -$898K -2,877 -13%
SCM
844
SOL Capital Management
Maryland
$5.91M +$1.07M +3,426 +22%
MCWS
845
McKinley Carter Wealth Services
West Virginia
$5.89M -$213K -683 -3%
VDBMI
846
Van Den Berg Management I
Texas
$5.88M +$2.74M +8,793 +87%
FMTC
847
Farmers & Merchants Trust Company
California
$5.86M +$629K +2,016 +12%
PEAK6
848
PEAK6
Illinois
$5.86M +$5.86M +18,782 +939,100%
UAM
849
Unison Asset Management
Florida
$5.86M +$71.4K +229 +1%
SCA
850
Stokes Capital Advisors
South Carolina
$5.83M -$554K -1,777 -9%