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UnitedHealth

3,118 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, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
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
1,268
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 %
CW
1026
CreativeOne Wealth
Kansas
$3.97M +$82.7K +265 +2%
SF
1027
Symphony Financial
Texas
$3.97M +$3.55M +15,162 +831%
WIS
1028
Wright Investors Service
Connecticut
$3.97M +$1.33M +4,271 +51%
RWM
1029
Rench Wealth Management
Texas
$3.96M +$438K +1,403 +12%
GIP
1030
Granite Investment Partners
California
$3.95M
CM
1031
CastleKnight Management
New York
$3.87M +$3.87M +12,400 New
JRP
1032
Jasper Ridge Partners
California
$3.86M
CIA
1033
Choate Investment Advisors
Massachusetts
$3.84M -$12.1M -38,680 -76%
SCM
1034
Sone Capital Management
New York
$3.82M +$980K +3,141 +34%
Massachusetts Financial Services
1035
Massachusetts Financial Services
Massachusetts
$3.82M +$1.06M +3,398 +38%
PCTC
1036
Perkins Coie Trust Company
Washington
$3.82M +$152K +486 +4%
TPA
1037
Trivium Point Advisory
Connecticut
$3.8M -$895K -2,870 -19%
HAS
1038
HBW Advisory Services
California
$3.78M +$1.07M +3,415 +39%
FHA
1039
Flagship Harbor Advisors
Massachusetts
$3.78M +$1.54M +4,926 +69%
PD
1040
Point72 (DIFC)
United Arab Emirates
$3.75M +$3.75M +12,035 New
ALAM
1041
Asahi Life Asset Management
Japan
$3.75M +$220K +704 +6%
SRC
1042
Shufro Rose & Co
New York
$3.74M -$224K -428 -6%
VWM
1043
Venturi Wealth Management
Texas
$3.74M -$7.85M -25,156 -68%
BONST
1044
Bank of Nova Scotia Trust
Ontario, Canada
$3.73M -$2.17M -6,959 -37%
FBT
1045
First Bankers Trust
Kentucky
$3.73M +$1.28M +4,099 +52%
GI
1046
GAMMA Investing
California
$3.73M -$1.21M -3,869 -24%
MS
1047
Marshall & Sullivan
Washington
$3.72M +$4.99K +16 +0.1%
PL
1048
Plancorp LLC
Missouri
$3.71M -$120K -385 -3%
MFS
1049
Mattson Financial Services
Michigan
$3.7M +$458K +1,467 +14%
EWM
1050
Empirical Wealth Management
Washington
$3.7M -$207K -663 -5%