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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 %
OCAM
851
Owl Creek Asset Management
New York
$5.79M -$7.55M -24,201 -57%
CA
852
Clearstead Advisors
Ohio
$5.75M -$1.01M -3,235 -15%
CCB
853
Country Club Bank
Missouri
$5.74M +$3.14M +10,151 +121%
STA
854
Summit Trail Advisors
New York
$5.73M -$401K -1,284 -7%
ZBNA
855
Zions Bancorporation, National Association
Utah
$5.72M -$751K -2,408 -12%
EW
856
Evoke Wealth
California
$5.71M +$49.3K +158 +0.9%
WA
857
WP Advisors
California
$5.71M +$4.12M +13,208 +259%
VVP
858
Venture Visionary Partners
Ohio
$5.71M +$926K +2,967 +19%
CNBTD
859
Citizens National Bank Trust Department
Mississippi
$5.68M +$99.2K +318 +2%
ANBT
860
American National Bank & Trust
Texas
$5.66M -$1.76M -5,656 -24%
S
861
SignatureFD
Georgia
$5.65M -$901K -2,887 -14%
AAS
862
Annex Advisory Services
Wisconsin
$5.62M -$13M -41,553 -70%
AM
863
AGF Management
Ontario, Canada
$5.6M -$22.5M -72,268 -80%
PIM
864
Penobscot Investment Management
Massachusetts
$5.59M -$2.86M -9,180 -34%
ERIC
865
Eagle Rock Investment Company
Georgia
$5.56M +$1.32M +4,247 +31%
PAS
866
Point72 Asia (Singapore)
Singapore
$5.54M +$5.39M +17,267 +3,467%
SW
867
SVB Wealth
Massachusetts
$5.53M -$1.49M -4,770 -21%
ACM
868
Aljian Capital Management
Nevada
$5.5M -$75.2K -241 -1%
Kayne Anderson Rudnick Investment Management
869
Kayne Anderson Rudnick Investment Management
California
$5.49M -$8.01M -25,678 -59%
GWMR
870
GC Wealth Management RIA
Massachusetts
$5.49M +$2.54M +8,134 +86%
GT
871
Greenleaf Trust
Michigan
$5.49M -$1.55M -4,971 -22%
CMI
872
Clare Market Investments
Texas
$5.48M +$5.48M +17,581 New
GAG
873
GM Advisory Group
New York
$5.46M +$3.38M +10,829 +162%
TWM
874
Tradition Wealth Management
Minnesota
$5.46M +$396K +1,268 +8%
TGM
875
Tenzing Global Management
California
$5.46M +$5.46M +17,500 New