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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 %
RMC
1001
Resources Management Corp
Connecticut
$4.27M -$416K -1,332 -9%
PCM
1002
Palouse Capital Management
Washington
$4.27M +$4.18M +13,405 +4,892%
CSP
1003
Cary Street Partners
Virginia
$4.26M +$2.08M +6,657 +95%
AO
1004
Allen Operations
New York
$4.25M +$4.25M +13,633 New
PA
1005
PFG Advisors
Arizona
$4.23M +$703K +2,252 +20%
JSSH
1006
J. Safra Sarasin Holding
$4.23M -$2.27M -7,290 -35%
GS
1007
GWN Securities
Florida
$4.21M -$3.05M -9,532 -42%
GRP
1008
Global Retirement Partners
California
$4.21M +$4.21M +13,492 New
TW
1009
TritonPoint Wealth
Maryland
$4.2M -$200K -640 -5%
HP
1010
Hound Partners
New York
$4.19M +$4.19M +13,437 New
FLPIM
1011
F.L. Putnam Investment Management
Massachusetts
$4.19M -$11M -35,282 -72%
HIM
1012
Hillsdale Investment Management
Ontario, Canada
$4.18M +$3.35M +10,730 +400%
MWA
1013
Meridian Wealth Advisors
Texas
$4.17M +$135K +433 +3%
WPP
1014
Whalerock Point Partners
Rhode Island
$4.16M -$72.7K -233 -2%
SDWIA
1015
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.15M +$465K +1,491 +13%
GP
1016
Guardian Partners
Canada
$4.13M -$376K -1,242 -8%
HCMT
1017
Highland Capital Management (Tennessee)
Tennessee
$4.13M +$874K +2,800 +27%
WBC
1018
West Branch Capital
Massachusetts
$4.1M +$451K +1,445 +12%
CBT
1019
Central Bank & Trust
Kentucky
$4.09M -$217K -694 -5%
WANY
1020
Wealthspire Advisors (New York)
New York
$4.08M -$316K -1,014 -7%
SAM
1021
Synergy Asset Management
Washington
$4.08M +$1.52M +4,881 +60%
SIM
1022
Stratos Investment Management
Ohio
$4.08M -$2.2M -7,053 -35%
GIC
1023
Generali Investments CEE
Czech Republic
$4.01M -$5.93K -19 -0.1%
AF
1024
Aviso Financial
Ontario, Canada
$3.99M -$34.3M -109,834 -90%
TCOV
1025
Trust Company of Vermont
Vermont
$3.98M -$8.36M -26,799 -68%