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
PK
3076
Pflug Koory
Nebraska
$16.8K
SWIG
3077
Strategic Wealth Investment Group
Kentucky
$16.8K
TC
3078
Trust Company
Kansas
$16.5K
SA
3079
SRH Advisors
Kansas
$16.2K
LFA
3080
Legend Financial Advisors
Pennsylvania
$15.9K
HC
3081
Hurley Capital
New York
$15.3K
FDCP
3082
Foster Dykema Cabot & Partners
Massachusetts
$15.3K
SC
3083
Stephens Consulting
Michigan
$14.7K
DF
3084
DecisionPoint Financial
Arizona
$14.4K
LAM
3085
Lummis Asset Management
Texas
$14.4K
FCG
3086
Financial Connections Group
California
$14K
NL
3087
NVWM LLC
Pennsylvania
$13.4K
GWSA
3088
Global Wealth Strategies & Associates
Colorado
$13.4K
KWM
3089
Kiker Wealth Management
Georgia
$13.4K
PWA
3090
Principia Wealth Advisory
Texas
$13.4K
TC
3091
Tacita Capital
Ontario, Canada
$13.1K
MAWAG
3092
Mid-American Wealth Advisory Group
Missouri
$13.1K
BC
3093
Broadwater Capital
Massachusetts
$12.9K
CFS
3094
CGC Financial Services
Oregon
$12.8K
CWM
3095
CarsonAllaria Wealth Management
Illinois
$12.3K
GC
3096
GFG Capital
Florida
$12.2K
RFA
3097
Reyes Financial Architecture
California
$11.3K
OSNBOA
3098
Old Second National Bank of Aurora
Illinois
$10.9K
IMC
3099
Investment Management Corporation
Virginia
$10.8K
RWM
3100
RMG Wealth Management
Wisconsin
$10.8K