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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 %
PFW
1201
Petros Family Wealth
Minnesota
$2.64M +$65.5K +210 +3%
AIM
1202
AMI Investment Management
Indiana
$2.64M +$620K +1,987 +31%
MCP
1203
Martin Capital Partners
Oregon
$2.64M +$1.76M +5,648 +201%
PT
1204
Plimoth Trust
Massachusetts
$2.63M +$85.8K +275 +3%
CIA
1205
CCM Investment Advisers
South Carolina
$2.63M -$7.13M -22,855 -73%
CWAG
1206
Compton Wealth Advisory Group
Virginia
$2.62M -$18.4K -59 -0.7%
CBB
1207
Citizens Business Bank
California
$2.61M +$23.4K +75 +0.9%
FB
1208
Fulton Bank
Pennsylvania
$2.6M -$585K -1,876 -18%
NWM
1209
Northcape Wealth Management
New York
$2.6M +$1.23M +3,944 +90%
CAG
1210
Csenge Advisory Group
Florida
$2.6M -$265K -878 -9%
VA
1211
VestGen Advisors
Illinois
$2.6M -$2.16M -7,159 -45%
MPIM
1212
McGinn Penninger Investment Management
Virginia
$2.59M +$2.59M +8,285 New
FFA
1213
Fragasso Financial Advisors
Pennsylvania
$2.58M -$202K -646 -7%
SFG
1214
SevenBridge Financial Group
Pennsylvania
$2.57M +$411K +1,570 +19%
NW
1215
Naviter Wealth
Arkansas
$2.56M -$61.8K -198 -2%
SC
1216
SouthState Corp
Florida
$2.56M -$258K -828 -9%
KA
1217
Kintegral Advisory
New York
$2.55M -$3.74K -12 -0.1%
NNPTE
1218
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.55M +$117K +375 +5%
BFIC
1219
Bedell Frazier Investment Counselling
California
$2.54M -$1.98M -6,355 -44%
NIM
1220
Nicollet Investment Management
Minnesota
$2.54M -$119K -380 -4%
NERM
1221
New England Research & Management
Illinois
$2.53M +$2.53M +8,120 New
FFS
1222
Founders Financial Securities
Maryland
$2.53M +$230K +738 +10%
GCA
1223
Greenwood Capital Associates
South Carolina
$2.53M +$2.53M +8,119 New
GIM
1224
Generali Investments Management
Slovenia
$2.53M +$905K +2,905 +56%
FFS
1225
Fischer Financial Services
Pennsylvania
$2.53M -$115K -370 -4%