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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 %
KCM
1926
Kanawha Capital Management
Virginia
$759K +$243K +778 +47%
FIM
1927
Freedom Investment Management
Connecticut
$758K -$584K -1,873 -44%
CP
1928
Camelot Portfolios
Ohio
$753K +$484K +1,552 +180%
SPF
1929
South Plains Financial
Texas
$752K +$28.7K +92 +4%
CP
1930
Clarendon Private
Massachusetts
$749K -$77.4K -248 -9%
QWP
1931
Quotient Wealth Partners
Texas
$749K -$238K -764 -24%
VCM
1932
Vivaldi Capital Management
Illinois
$747K -$64.6K -207 -8%
UCI
1933
Uncommon Cents Investing
Wisconsin
$747K +$81.1K +260 +12%
GKFF
1934
George Kaiser Family Foundation
Oklahoma
$747K +$404K +1,295 +118%
TIA
1935
Tiemann Investment Advisors
California
$746K -$86.1K -276 -10%
EWM
1936
EPG Wealth Management
Georgia
$746K +$80.8K +259 +12%
HCM
1937
Highview Capital Management
Illinois
$745K -$42.4K -136 -5%
CIA
1938
Cladis Investment Advisory
Montana
$744K +$88.9K +285 +14%
AAG
1939
Armstrong Advisory Group
Massachusetts
$744K +$101K +325 +16%
DFC
1940
DB Fitzpatrick & Co
Idaho
$742K +$47.4K +152 +7%
CG
1941
CFO4Life Group
Texas
$742K -$48.4K -155 -6%
SMC
1942
Smith, Moore & Co
Missouri
$739K +$45.6K +146 +7%
SWM
1943
SeaCrest Wealth Management
New York
$738K -$32.4K -104 -4%
RP
1944
Rowlandmiller & Partners
Georgia
$737K +$662K +2,123 +885%
CWA
1945
Cornerstone Wealth Advisors
Minnesota
$736K
TSW
1946
Three Seasons Wealth
Utah
$736K +$7.49K +24 +1%
BCG
1947
Breakwater Capital Group
New Jersey
$734K -$168K -537 -19%
NB
1948
Nicolet Bankshares
Wisconsin
$733K +$7.8K +25 +1%
CIM
1949
CIM Investment Management
Pennsylvania
$733K -$3.43K -11 -0.5%
OA
1950
Operose Advisors
Wisconsin
$732K +$249K +798 +52%