UNH icon

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 %
UAML
1701
US Asset Management LLC
Pennsylvania
$1.1M -$1.56K -5 -0.1%
RAM
1702
RedJay Asset Management
Ontario, Canada
$1.09M -$156K -500 -13%
FFG
1703
Floyd Financial Group
Missouri
$1.09M +$579K +1,878 +113%
AC
1704
AXQ Capital
New Jersey
$1.09M +$807K +2,587 +286%
SP
1705
Stablepoint Partners
Massachusetts
$1.09M -$230K -736 -17%
GJWM
1706
Gilliland Jeter Wealth Management
Arkansas
$1.08M -$146K -468 -12%
EFA
1707
Evernest Financial Advisors
Indiana
$1.08M -$9.67K -31 -0.9%
CP
1708
Canopy Partners
Ohio
$1.08M -$489K -1,567 -31%
AWM
1709
Avaii Wealth Management
Wisconsin
$1.08M +$880K +2,822 +438%
LCM
1710
Lazari Capital Management
California
$1.08M +$790K +2,532 +272%
SFA
1711
Souders Financial Advisors
Ohio
$1.08M -$1.01M -3,249 -48%
JJBC
1712
James J. Burns & Company
New York
$1.08M +$12.8K +41 +1%
B
1713
Barings
North Carolina
$1.08M -$564K -1,807 -34%
GS
1714
GTS Securities
New York
$1.07M -$505K -1,618 -32%
GBT
1715
Grove Bank & Trust
Florida
$1.07M -$866K -2,775 -45%
FAN
1716
Financial Advisors Network
California
$1.07M -$8.73K -28 -0.8%
RWP
1717
Revolve Wealth Partners
New Jersey
$1.07M -$126K -403 -11%
EB
1718
Emprise Bank
Kansas
$1.07M -$1.87K -6 -0.2%
WIA
1719
Westbourne Investment Advisors
Maryland
$1.06M +$99.2K +318 +10%
DWM
1720
Defined Wealth Management
Oregon
$1.05M +$20.9K +67 +2%
HIS
1721
Horizon Investment Services
Indiana
$1.05M -$46.2K -148 -4%
WF
1722
Welch & Forbes
Massachusetts
$1.05M -$62.4K -200 -6%
AL
1723
Aspiriant LLC
California
$1.05M -$267K -856 -20%
TCA
1724
Transcend Capital Advisors
New Jersey
$1.05M -$160K -514 -13%
BWM
1725
Buckley Wealth Management
Nevada
$1.04M -$9.67K -31 -0.9%