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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 %
APP
1576
Avantax Planning Partners
Iowa
$1.35M +$203K +652 +18%
SCM
1577
Silvant Capital Management
Georgia
$1.35M -$17.8M -57,116 -93%
MIC
1578
Means Investment Company
Maine
$1.35M -$622K -1,995 -32%
CPIG
1579
Chicago Partners Investment Group
Illinois
$1.35M +$281K +962 +26%
DFA
1580
Delta Financial Advisors
Louisiana
$1.35M +$180K +577 +15%
SACTSONJ
1581
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.34M +$406K +1,300 +43%
EPIME
1582
Evelyn Partners Investment Management (Europe)
$1.34M -$6.57M -6,750 -83%
VFA
1583
Voya Financial Advisors
Connecticut
$1.34M +$33.7K +109 +3%
DDC
1584
DF Dent & Co
Maryland
$1.34M -$655K -2,099 -33%
FFG
1585
Frisch Financial Group
New York
$1.34M +$49.6K +159 +4%
AAS
1586
Ameritas Advisory Services
Nebraska
$1.34M -$1.51M -4,831 -53%
SW
1587
Solidarity Wealth
Utah
$1.33M -$846K -2,712 -39%
CC
1588
Courier Capital
New York
$1.33M -$15K -48 -1%
WFI
1589
West Family Investments
California
$1.33M +$139K +445 +12%
LI
1590
LMCG Investments
Massachusetts
$1.33M -$10.7M -34,441 -89%
NDBT
1591
North Dallas Bank & Trust
Texas
$1.33M +$1.33M +4,261 New
IC
1592
Inscription Capital
Texas
$1.33M -$571K -1,829 -30%
DWAM
1593
Duncan Williams Asset Management
Tennessee
$1.32M +$413K +1,324 +45%
TCM
1594
Triumph Capital Management
Colorado
$1.32M +$1.32M +4,245 New
VCAM
1595
Van Cleef Asset Management
Ohio
$1.31M -$98.9K -317 -7%
RPCONE
1596
Retirement Planning Company of New England
Rhode Island
$1.31M +$1.13M +3,619 +612%
IC
1597
Inkwell Capital
Florida
$1.31M -$8.74K -28 -0.7%
AC
1598
Avestar Capital
New York
$1.31M -$933K -2,992 -42%
SIM
1599
Sterling Investment Management
Arizona
$1.31M -$5.62K -18 -0.4%
CFG
1600
Cooper Financial Group
California
$1.31M -$213K -682 -14%