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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 %
BSC
1076
Brown Shipley & Co
United Kingdom
$3.48M -$44.9K -144 -1%
GI
1077
GS Investments
Minnesota
$3.47M +$245K +786 +8%
SCM
1078
Schnieders Capital Management
California
$3.46M -$319K -1,024 -8%
FIB
1079
First Interstate Bank
Montana
$3.45M -$83.9K -269 -2%
LCM
1080
LRT Capital Management
Texas
$3.42M +$1.63M +5,225 +91%
DSC
1081
Duncker Streett & Co
Missouri
$3.42M -$570K -1,826 -14%
MA
1082
Montag & Associates
Georgia
$3.4M +$205K +658 +6%
RIL
1083
Rothschild Investment LLC
Illinois
$3.39M +$1.56M +4,999 +85%
FMB
1084
Field & Main Bank
Kentucky
$3.39M +$10.6K +34 +0.3%
SQA
1085
Simon Quick Advisors
New Jersey
$3.39M +$1.4M +4,483 +70%
LAM
1086
Lountzis Asset Management
Pennsylvania
$3.38M
Koshinski Asset Management
1087
Koshinski Asset Management
Illinois
$3.38M +$482K +1,546 +17%
GWM
1088
Geneos Wealth Management
Colorado
$3.38M -$1.48M -4,736 -30%
JWCA
1089
J.W. Coons Advisors
Ohio
$3.37M +$32.4K +104 +1%
LPT
1090
Legacy Private Trust
Wisconsin
$3.37M +$427K +1,370 +15%
HIP
1091
Harrell Investment Partners
Texas
$3.36M -$885K -2,837 -21%
WPC
1092
Wedmont Private Capital
Pennsylvania
$3.34M -$323K -1,067 -9%
ECM
1093
Elgethun Capital Management
South Dakota
$3.34M +$1M +3,209 +43%
AG
1094
AlTi Global
New York
$3.33M -$707K -2,265 -18%
FNB
1095
Farmers National Bank
Kentucky
$3.33M +$880K +2,820 +36%
CT
1096
Chicago Trust
Illinois
$3.33M +$9.36K +30 +0.3%
ZI
1097
ZEGA Investments
Florida
$3.32M +$182K +584 +6%
PCG
1098
Prosperity Consulting Group
Maryland
$3.31M -$379K -1,216 -10%
TAM
1099
Trust Asset Management
Texas
$3.31M
CT
1100
Clearstead Trust
Maine
$3.3M -$308K -988 -9%