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
PP
3126
Pacifica Partners
Canada
$4.95K
IRAG
3127
Investment Research & Advisory Group
Georgia
$4.68K
RJA
3128
Ross\Johnson & Associates
Minnesota
$4.06K
PWM
3129
Parkworth Wealth Management
California
$4.06K
FW
3130
Fairway Wealth
Ohio
$3.43K
MAS
3131
MPWM Advisory Solutions
Georgia
$3.43K
FIM
3132
FWL Investment Management
Texas
$3.12K
MHIP
3133
Mountain Hill Investment Partners
New Jersey
$3.12K
FPB
3134
First PREMIER Bank
South Dakota
$3K
VWM
3135
Valley Wealth Managers
New Jersey
$2.81K
BFS
3136
Bare Financial Services
Pennsylvania
$2.81K
CWA
3137
Carolina Wealth Advisors
South Carolina
$2.5K
HIA
3138
HFM Investment Advisors
New Jersey
$2.18K
LB
3139
Legacy Bridge
Iowa
$2.18K
SC
3140
Sawyer & Company
Massachusetts
$2K
SC
3141
Swan Capital
Florida
$1.87K
OCM
3142
Orion Capital Management
California
$1.25K
BGWM
3143
Bridge Generations Wealth Management
Florida
$1.25K
DRP
3144
Decker Retirement Planning
Utah
$1.25K
FS
3145
Financially Speaking
Colorado
$1.25K
VIM
3146
VELA Investment Management
Ohio
$1.25K
BIM
3147
Breakwater Investment Management
Washington
$936
HI
3148
Hoey Investments
Pennsylvania
$936
WW
3149
Winnow Wealth
Texas
$624
MWM
3150
MorganRosel Wealth Management
Colorado
$624