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UnitedHealth

3,147 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,279 increasing their positions, 1,419 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $417B → $240B (-$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
3,147
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
HCM
3426
Howland Capital Management
Massachusetts
BBI
3427
Baxter Bros Inc
Connecticut
OFG
3428
OmniStar Financial Group
North Carolina
AWG
3429
Altus Wealth Group
Colorado
SWM
3430
Salvus Wealth Management
New Jersey
EPW
3431
Endeavor Private Wealth
Kansas
PBO
3432
Peoples Bank (Ohio)
Ohio
JAG
3433
Journey Advisory Group
Kentucky
LT
3434
Legacy Trust
Michigan
BF
3435
Brogan Financial
Tennessee
WEG
3436
World Equity Group
Illinois
WI
3437
Westbourne Investments
Virginia
TFF
3438
The Family Firm
Maryland
CF
3439
Claris Financial
Virginia
NO
3440
Ninety One
South Africa
MWP
3441
Meridian Wealth Partners
Pennsylvania
SAM
3442
Strive Asset Management
Ohio
HCP
3443
Hexagon Capital Partners
Arkansas
KOCAA
3444
Knights of Columbus Asset Advisors
Connecticut
CWP
3445
Curated Wealth Partners
California
WF
3446
Wayfinding Financial
Washington
DWM
3447
DecisionMap Wealth Management
Virginia
MWA
3448
Motive Wealth Advisors
Michigan
WB
3449
West Bancorporation
Iowa
BST
3450
Bath Savings Trust
Maine