UNH icon

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 %
PI
1051
PFG Investments
New York
$3.68M +$976K +3,127 +36%
MMA
1052
Miracle Mile Advisors
California
$3.68M +$1.75M +5,622 +91%
AF
1053
Advisornet Financial
Minnesota
$3.67M +$131K +421 +4%
PL
1054
Perpetual Ltd
Australia
$3.66M -$93M -298,263 -96%
EPIMS
1055
Evelyn Partners Investment Management Services
$3.66M -$4.23M -17,561 -54%
NP
1056
NorthRock Partners
Minnesota
$3.64M +$264K +846 +8%
BWM
1057
BigSur Wealth Management
Florida
$3.63M +$2.15M +6,887 +145%
HCA
1058
Harbour Capital Advisors
Virginia
$3.62M -$15.7K -51 -0.4%
PWS
1059
Peloton Wealth Strategists
Indiana
$3.61M +$393K +1,260 +12%
AFP
1060
Ausdal Financial Partners
Iowa
$3.6M +$2.88M +9,246 +403%
FFA
1061
First Foundation Advisors
California
$3.6M -$4.84M -15,502 -57%
BOC
1062
Barbara Oil Co
Illinois
$3.59M
LFP
1063
Leeward Financial Partners
Washington
$3.59M +$3.29M +10,550 +1,115%
WJWM
1064
Williams Jones Wealth Management
New York
$3.58M -$8.84M -28,343 -71%
Verition Fund Management
1065
Verition Fund Management
Connecticut
$3.57M +$2.76M +8,861 +342%
PWM
1066
Perigon Wealth Management
California
$3.57M -$2.23M -7,160 -38%
HSA
1067
HBK Sorce Advisory
Pennsylvania
$3.57M -$224K -717 -6%
IWM
1068
IHT Wealth Management
Illinois
$3.55M +$69.9K +224 +2%
TCM
1069
Twin Capital Management
Pennsylvania
$3.55M -$2.22M -7,114 -38%
PA
1070
Procyon Advisors
Connecticut
$3.52M -$3M -9,627 -46%
CCG
1071
Chatham Capital Group
Georgia
$3.52M +$37.4K +120 +1%
BIM
1072
Brentview Investment Management
Illinois
$3.51M -$67.7K -217 -2%
RWA
1073
River Wealth Advisors
Pennsylvania
$3.5M -$407K -1,305 -10%
TAM
1074
Thematics Asset Management
France
$3.49M -$324K -1,038 -8%
BAM
1075
Belpointe Asset Management
Nevada
$3.48M +$640K +2,051 +23%