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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 %
BP
1101
BNP Paribas
France
$3.28M -$7M -22,439 -68%
JHCP
1102
Jackson Hole Capital Partners
Oklahoma
$3.27M +$595K +1,908 +22%
HIC
1103
Holderness Investments Company
North Carolina
$3.26M +$75.2K +241 +2%
BHWM
1104
Bar Harbor Wealth Management
New Hampshire
$3.25M -$108K -345 -3%
JIM
1105
Jensen Investment Management
Oregon
$3.25M -$186M -596,972 -98%
CA
1106
Cullinan Associates
Kentucky
$3.24M -$1.24M -3,990 -28%
WBWA
1107
William B. Walkup & Associates
South Carolina
$3.24M +$36.8K +118 +1%
CWMK
1108
Caliber Wealth Management (Kansas)
Kansas
$3.23M +$982K +3,148 +44%
TCA
1109
Trifecta Capital Advisors
Illinois
$3.23M +$150K +481 +5%
EFM
1110
E Fund Management
China
$3.23M -$662K -2,122 -17%
DFCM
1111
Dark Forest Capital Management
Puerto Rico
$3.23M +$2.62M +8,413 +437%
AIM
1112
Acropolis Investment Management
Missouri
$3.21M -$313K -1,004 -9%
CRI
1113
Commonwealth Retirement Investments
Virginia
$3.2M -$183K -585 -5%
RWP
1114
RWA Wealth Partners
Massachusetts
$3.2M -$15.6M -49,855 -83%
MIC
1115
Maxi Investments CY
Cyprus
$3.18M +$3.18M +10,200 New
CWM
1116
Chemistry Wealth Management
New York
$3.17M +$615K +1,970 +24%
SBFM
1117
S-Bank Fund Management
Finland
$3.16M +$825K +2,644 +35%
BHPW
1118
Beverly Hills Private Wealth
California
$3.16M -$160K -514 -5%
CAL
1119
Capital Analysts LLC
Pennsylvania
$3.16M -$403K -1,293 -11%
AWM
1120
Avior Wealth Management
Nebraska
$3.16M +$712K +2,282 +29%
RFN
1121
RDA Financial Network
Iowa
$3.15M +$258K +826 +9%
RRA
1122
Round Rock Advisors
Connecticut
$3.15M -$11.9K -38 -0.4%
MWAM
1123
Manhattan West Asset Management
California
$3.15M +$1.5M +4,797 +91%
SW
1124
SteelPeak Wealth
California
$3.14M +$1.28M +4,101 +69%
CAM
1125
Cypress Asset Management
Texas
$3.14M -$13.1K -42 -0.4%