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 %
VCM
976
Voleon Capital Management
California
$4.49M +$3.03M +9,726 +209%
MAM
977
Martingale Asset Management
Massachusetts
$4.48M -$18.1M -58,026 -80%
HWAM
978
Hennion & Walsh Asset Management
New Jersey
$4.47M +$397K +1,272 +10%
SIG
979
Sky Investment Group
Connecticut
$4.47M +$292K +937 +7%
CFSG
980
Community Financial Services Group
Vermont
$4.44M +$95.2K +305 +2%
MWM
981
Modera Wealth Management
New Jersey
$4.44M -$6.58M -21,080 -60%
FA
982
Fiduciary Alliance
South Carolina
$4.43M +$1.25M +4,020 +40%
SS
983
SBI Securities
Japan
$4.43M +$2.39M +7,675 +118%
LIM
984
Leavell Investment Management
Alabama
$4.42M -$340K -1,091 -7%
DAS
985
Dynamic Advisor Solutions
Arizona
$4.42M -$2.24M -7,195 -34%
SIC
986
Sigma Investment Counselors
Michigan
$4.41M +$240K +769 +6%
NCM
987
Narwhal Capital Management
Georgia
$4.4M -$3.24M -10,380 -42%
VAS
988
Vestmark Advisory Solutions
Massachusetts
$4.4M +$606K +1,942 +16%
ECML
989
Eagle Capital Management (Louisiana)
Louisiana
$4.4M +$160K +514 +4%
AWS
990
Atria Wealth Solutions
New York
$4.38M -$5.7M -18,304 -57%
RWM
991
Ritholtz Wealth Management
New York
$4.37M -$1.37M -4,396 -24%
MAS
992
Meeder Advisory Services
Ohio
$4.37M -$1.01M -3,246 -19%
P
993
Pitcairn
Pennsylvania
$4.36M -$331K -1,060 -7%
GAM
994
Griffin Asset Management
New York
$4.35M -$944K -3,026 -18%
CBTWT
995
Community Bank & Trust (Waco, Texas)
Texas
$4.34M +$13.7K +44 +0.3%
IAIM
996
International Assets Investment Management
Florida
$4.34M +$106K +5,436 +2%
MPWT
997
MassMutual Private Wealth & Trust
Connecticut
$4.33M -$5.51M -17,655 -56%
CHAM
998
Clear Harbor Asset Management
Connecticut
$4.3M +$1.51M +4,833 +54%
BBHC
999
Brown Brothers Harriman & Co
New York
$4.29M -$91.4M -292,825 -96%
PWP
1000
Principle Wealth Partners
Connecticut
$4.29M +$1.91M +6,130 +81%