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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 %
CT
951
Colonial Trust
South Carolina
$4.68M -$432K -1,386 -8%
SGH
952
Sivik Global Healthcare
Connecticut
$4.68M +$3.12M +10,000 +200%
ITC
953
Inspire Trust Company
Nevada
$4.68M +$1.09M +3,500 +30%
RA
954
Rovida Advisors
Florida
$4.68M +$4.68M +15,000 New
SWK
955
Stephen W. Kidder
$4.67M +$68.9K +221 +1%
SFO
956
Stenger Family Office
Illinois
$4.67M +$4.67M +17,546 New
LWMM
957
Legacy Wealth Management (Mississippi)
Mississippi
$4.66M +$2.03M +6,515 +77%
ANTB
958
AMG National Trust Bank
Colorado
$4.66M +$47.4K +152 +1%
KCM
959
Kempner Capital Management
Texas
$4.66M +$3.29M +10,535 +240%
SSA
960
Schonfeld Strategic Advisors
New York
$4.65M -$2.91M -9,339 -39%
RMDI
961
R.M. Davis Inc
Maine
$4.65M -$20M -64,115 -81%
KFP
962
KMG Fiduciary Partners
Ohio
$4.64M -$1.25M -4,006 -21%
BRWA
963
B. Riley Wealth Advisors
Florida
$4.64M +$4.64M +14,874 New
NRS
964
Neville Rodie & Shaw
New York
$4.62M -$3.83M -12,278 -45%
LCM
965
Liberty Capital Management
Michigan
$4.61M +$226K +726 +5%
MC
966
Miramar Capital
Illinois
$4.61M -$2.54M -8,147 -36%
AIP
967
Alapocas Investment Partners
Massachusetts
$4.6M -$259K -830 -5%
MAM
968
Mirabaud Asset Management
United Kingdom
$4.59M +$540K +1,746 +13%
MSWM
969
Mader & Shannon Wealth Management
Missouri
$4.59M -$1.25K -4 -0%
NB
970
NBT Bank
New York
$4.57M -$825K -2,645 -15%
SCP
971
Sandhill Capital Partners
New York
$4.54M +$1.12M +3,578 +33%
GA
972
GFS Advisors
Texas
$4.52M +$4.52M +14,500 New
LAM
973
Lynch Asset Management
Pennsylvania
$4.52M +$952K +3,050 +27%
LM
974
Lincluden Management
Ontario, Canada
$4.5M +$1.9M +6,084 +73%
SAM
975
Silvercrest Asset Management
New York
$4.49M -$9.97M -31,971 -69%