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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 %
BDS
1376
Banco de Sabadell
Florida
$1.92M -$403K -1,295 -17%
TE
1377
Tema ETFs
New York
$1.91M -$267K -855 -12%
PNAA
1378
Pictet North America Advisors
Switzerland
$1.91M -$3.92M -12,550 -67%
TS
1379
Triglav Skladi
Slovenia
$1.91M -$10.4M -33,422 -85%
LWA
1380
Lineweaver Wealth Advisors
Ohio
$1.91M +$343K +1,100 +22%
SP
1381
Stonebrook Private
Michigan
$1.89M -$104K -331 -5%
JCM
1382
Jacobi Capital Management
Pennsylvania
$1.89M +$600K +1,924 +47%
FA
1383
Fagan Associates
New York
$1.88M -$312 -1 -0%
VFM
1384
Viking Fund Management
North Dakota
$1.87M +$624K +2,000 +50%
DA
1385
Dover Advisors
Virginia
$1.87M +$11.5K +37 +0.6%
PTC
1386
Private Trust Company
Ohio
$1.87M -$552K -1,769 -23%
WA
1387
Wealth Architects
California
$1.87M +$64K +205 +4%
SI
1388
Saxon Interests
Texas
$1.87M
SGI
1389
Summit Global Investments
Utah
$1.87M -$152K -488 -8%
TFS
1390
Thoroughbred Financial Services
Tennessee
$1.86M -$1.32M -4,247 -42%
TFIPS
1391
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.86M +$61.5K +197 +3%
LCM
1392
Legato Capital Management
California
$1.86M +$1.23M +3,938 +195%
HFM
1393
Hartford Financial Management
Connecticut
$1.85M +$429K +1,375 +30%
MTC
1394
Matrix Trust Company
Colorado
$1.85M +$701K +2,246 +61%
HR
1395
Hardy Reed
Mississippi
$1.85M +$544K +1,745 +42%
GFA
1396
Gifford Fong Associates
California
$1.85M
CWP
1397
Cyndeo Wealth Partners
Florida
$1.84M -$6.68M -21,426 -78%
SCM
1398
Stevens Capital Management
Pennsylvania
$1.84M -$273K -876 -13%
AF
1399
Affiance Financial
Minnesota
$1.83M +$8.11K +26 +0.4%
GMA
1400
Glassy Mountain Advisors
Maryland
$1.83M -$1.04M -3,336 -36%