UNH icon

UnitedHealth

3,150 hedge funds and large institutions have $241B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,279 increasing their positions, 1,422 reducing their positions, and 652 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $418B → $241B (-$177B)

58% less first-time investments, than exits

New positions opened: 277 | Existing positions closed: 652

67% less funds holding in top 10

Funds holding in top 10: 22473 (-151)

Holders
3,150
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3B
Puts
$12.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAI
2926
Hennessy Advisors Inc
California
$109K
AW
2927
Avion Wealth
Texas
$109K
Q1WB
2928
Quest 10 Wealth Builders
Virginia
$109K
PCFFS
2929
Pacific Center for Financial Services
California
$107K
YDMI
2930
Y.D. More Investments
Israel
$107K
WPWM
2931
Western Pacific Wealth Management
Illinois
$105K
HIMS
2932
Hager Investment Management Services
New Hampshire
$104K
FA
2933
Financial Avengers
California
$103K
CPG
2934
Cornerstone Planning Group
New Jersey
$102K
SFO
2935
Standard Family Office
South Dakota
$101K
RA
2936
Rational Advisors
New York
$101K
WWM
2937
Wolff Wiese Magana
California
$99.8K
ME
2938
McIlrath & Eck
Washington
$98.9K
AP
2939
Aspect Partners
Virginia
$95.5K
BSB
2940
Bangor Savings Bank
Maine
$94.8K
WAM
2941
WFA Asset Management
Wisconsin
$94.7K
GA
2942
GoalVest Advisory
New York
$92K
TCM
2943
TD Capital Management
Tennessee
$90.5K
BONH
2944
Bank of New Hampshire
New Hampshire
$90.5K
NC
2945
NewSquare Capital
Pennsylvania
$88.3K
CH
2946
Canton Hathaway
Rhode Island
$87K
FWM
2947
FSA Wealth Management
Massachusetts
$86.1K
FMTCOCP
2948
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85K
BC
2949
Bayforest Capital
United Kingdom
$84.2K
QL
2950
Quarry LP
New York
$83.9K