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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 %
BRG
1401
Bay Rivers Group
Virginia
$1.82M -$140K -450 -7%
QCM
1402
Qsemble Capital Management
New York
$1.82M +$1.56M +5,003 +600%
FAM
1403
Fulcrum Asset Management
United Kingdom
$1.82M +$1.82M +5,824 New
SFS
1404
Sowell Financial Services
Arkansas
$1.82M -$1.77M -5,661 -49%
CV
1405
Counterweight Ventures
North Carolina
$1.81M +$46.2K +148 +3%
JIC
1406
Joel Isaacson & Co
New York
$1.81M -$230K -737 -11%
CI
1407
Cherokee Insurance
Michigan
$1.81M
EWA
1408
EverSource Wealth Advisors
Alabama
$1.81M +$593K +1,901 +49%
CGL
1409
Clarius Group LLC
Washington
$1.8M -$21.8K -70 -1%
AO
1410
Advisor OS
Illinois
$1.79M +$435K +1,393 +32%
SC
1411
Sepio Capital
Utah
$1.79M +$14.4K +46 +0.8%
BC
1412
Belmont Capital
California
$1.79M -$683K -2,188 -28%
BWM
1413
BKM Wealth Management
Wisconsin
$1.79M +$404K +1,296 +29%
PA
1414
Paragon Advisors
Texas
$1.79M -$114K -364 -6%
TSWM
1415
Triangle Securities Wealth Management
North Carolina
$1.79M +$259K +829 +17%
VFM
1416
Vision Financial Markets
Connecticut
$1.78M +$1.78M +5,700 New
TSMHT
1417
Thurston Springer Miller Herd & Titak
Indiana
$1.77M +$222K +713 +14%
OPW
1418
Osprey Private Wealth
New York
$1.76M -$373K -1,210 -17%
CUAMC
1419
China Universal Asset Management Company
China
$1.75M -$637K -2,041 -27%
BFPW
1420
BOK Financial Private Wealth
Colorado
$1.75M -$157K -503 -8%
SI
1421
Sava Infond
Slovenia
$1.75M -$265K -850 -13%
SAM
1422
Smartleaf Asset Management
Massachusetts
$1.74M -$915K -2,959 -34%
SFS
1423
Strategic Financial Services
New York
$1.74M +$37.4K +120 +2%
PGWM
1424
Parisi Gray Wealth Management
New Jersey
$1.74M -$167K -534 -9%
VHAM
1425
Van Hulzen Asset Management
California
$1.74M -$55.8K -179 -3%