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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 %
IBOK
1251
Independence Bank of Kentucky
Kentucky
$2.39M -$201K -644 -8%
EBT
1252
Enterprise Bank & Trust
Massachusetts
$2.39M -$25K -80 -1%
IB
1253
Intrust Bank
Kansas
$2.39M -$469K -1,503 -16%
JSW
1254
Journey Strategic Wealth
New Jersey
$2.38M +$504K +1,615 +27%
SCM
1255
SCS Capital Management
Massachusetts
$2.36M +$924K +2,961 +64%
IUHSA
1256
Itau Unibanco Holding S.A.
Brazil
$2.36M +$2.36M +7,555 New
SJL
1257
Shayne & Jacobs LLC
Tennessee
$2.36M -$28.1K -90 -1%
VIA
1258
Victrix Investment Advisors
Florida
$2.35M +$616K +1,973 +35%
BIG
1259
Brooklyn Investment Group
New York
$2.35M +$239K +766 +11%
FI
1260
Fosun International
China
$2.35M +$742K +2,380 +46%
UWM
1261
Udine Wealth Management
Florida
$2.35M +$2.35M +7,529 New
TAIM
1262
Te Ahumairangi Investment Management
New Zealand
$2.34M +$290K +929 +14%
MWM
1263
Modern Wealth Management
Kansas
$2.33M +$149K +477 +7%
CIAS
1264
Capital Investment Advisory Services
North Carolina
$2.33M +$933K +2,990 +67%
TA
1265
TFG Advisers
Michigan
$2.33M -$86.4K -277 -4%
GCC
1266
Game Creek Capital
Massachusetts
$2.32M +$2.32M +7,450 New
SIAG
1267
Signet Investment Advisory Group
Rhode Island
$2.32M +$51.5K +165 +2%
UIA
1268
Ulland Investment Advisors
Minnesota
$2.32M -$597K -1,915 -20%
WSCM
1269
Wellington Shields Capital Management
New York
$2.32M -$2.63M -8,422 -53%
SIM
1270
Studio Investment Management
Illinois
$2.32M +$51.5K +165 +2%
V
1271
ViaWealth
Kansas
$2.31M -$182K -582 -7%
PFA
1272
Peak Financial Advisors
Colorado
$2.3M +$2.3M +7,368 New
TBC
1273
Ted Buchan & Co
California
$2.29M +$454K +1,454 +25%
FFM
1274
Forum Financial Management
Illinois
$2.29M -$409K -1,312 -15%
AIM
1275
AHL Investment Management
Florida
$2.28M +$1.22M +3,917 +115%