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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 %
SC
901
Scholtz & Company
Connecticut
$5.19M -$983K -3,151 -16%
BEC
902
Blue Edge Capital
Virginia
$5.19M -$47.7K -153 -0.9%
IWA
903
Icon Wealth Advisors
Texas
$5.19M +$522K +1,674 +11%
SF
904
Summit Financial
New Jersey
$5.18M -$2.69M -8,633 -34%
BPWM
905
Badgley Phelps Wealth Managers
Washington
$5.18M -$10.1M -32,405 -66%
SWM
906
Spire Wealth Management
Virginia
$5.17M -$4.55M -14,620 -47%
WC
907
Winmill & Co
New York
$5.14M
B
908
Bellecapital
Switzerland
$5.12M -$58.7K -188 -1%
QT
909
Quantbot Technologies
New York
$5.11M +$3.69M +11,842 +261%
DJSG
910
D.J. St. Germain
Massachusetts
$5.1M -$63.6K -204 -1%
BP
911
Ballentine Partners
Massachusetts
$5.07M -$406K -1,301 -7%
SIC
912
Salem Investment Counselors
North Carolina
$5.06M -$6.23M -19,960 -55%
ACG
913
Allen Capital Group
Nebraska
$5.05M +$1.08M +3,446 +27%
OAM
914
Ostrum Asset Management
France
$5.04M +$211K +675 +4%
FFA
915
Farther Finance Advisors
California
$5.03M +$157K +504 +3%
VCA
916
Verdence Capital Advisors
Maryland
$5.01M -$845K -2,707 -14%
CF
917
Centaurus Financial
California
$4.98M +$386K +1,237 +8%
DWM
918
Dakota Wealth Management
Florida
$4.98M -$288K -924 -5%
AG
919
Ascent Group
Virginia
$4.98M -$3.3M -10,585 -40%
SC
920
Stolper & Co
Oklahoma
$4.97M -$56.5K -181 -1%
RC
921
Roundview Capital
New Jersey
$4.96M -$1.07M -3,445 -18%
TCBWMS
922
Texas Capital Bank Wealth Management Services
Texas
$4.95M -$382K -1,223 -7%
PFA
923
Pure Financial Advisors
California
$4.95M +$3.45M +11,045 +229%
CHC
924
City Holding Co
West Virginia
$4.95M +$963K +3,088 +24%
ACM
925
Aurdan Capital Management
Pennsylvania
$4.94M -$444K -1,424 -8%