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
TPW
2951
Talon Private Wealth
Florida
$82.7K
SAM
2952
Sherman Asset Management
California
$81.1K
SWIM
2953
Smallwood Wealth Investment Management
New Jersey
$80.5K
FAM
2954
Fairtree Asset Management
South Africa
$80.2K
MAM
2955
Marquette Asset Management
Minnesota
$79.6K
DWS
2956
Dynamic Wealth Strategies
California
$78.9K
MAFA
2957
MJT & Associates Financial Advisory
Minnesota
$78K
TCM
2958
Tradewinds Capital Management
Washington
$76.4K
WCM
2959
WealthTrak Capital Management
Virginia
$76.1K
CWM
2960
Consultiva Wealth Management
Puerto Rico
$75.2K
CG
2961
Curat Global
New Hampshire
$74.9K
1IA
2962
1620 Investment Advisors
Massachusetts
$74.9K
AEPWM
2963
Atlantic Edge Private Wealth Management
Florida
$72.4K
BBPWM
2964
Blue Bell Private Wealth Management
Pennsylvania
$72.1K
HBW
2965
Hazlett, Burt & Watson
West Virginia
$72K
WTFG
2966
Wood Tarver Financial Group
Idaho
$72K
TCM
2967
Traub Capital Management
Massachusetts
$71.1K
S
2968
Sachetta
Massachusetts
$70.8K
MFT
2969
Moisand Fitzgerald Tamayo
Florida
$69.9K
MIHAS
2970
Maj Invest Holding A/S
Denmark
$69K
HWP
2971
Highline Wealth Partners
California
$68.9K
AWM
2972
Abound Wealth Management
Tennessee
$67K
BWAM
2973
Boyd Watterson Asset Management
Ohio
$66.8K
CIAS
2974
CBIZ Investment Advisory Services
Ohio
$65.4K
DPW
2975
DiNuzzo Private Wealth
Pennsylvania
$65.2K