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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
CM
326
Cercano Management
Washington
$46M
QCM
327
Quantinno Capital Management
New York
$45.8M
DCM
328
Donaldson Capital Management
Indiana
$45.6M
X
329
Xponance
Pennsylvania
$45.4M
VDI
330
Vaughan David Investments
Illinois
$45.3M
DCP
331
Distillate Capital Partners
Illinois
$44.8M
CCMG
332
Clark Capital Management Group
Pennsylvania
$44.8M
BG
333
Bellevue Group
Switzerland
$44.4M
BIP
334
Brandes Investment Partners
California
$43.5M
A
335
AustralianSuper
Australia
$43.2M
TG
336
TCW Group
California
$43.1M
PFSRSONJ
337
Police & Firemen's Retirement System of New Jersey
New Jersey
$43.1M
BCM
338
BlueCrest Capital Management
Jersey
$42.9M
RP
339
Riverbridge Partners
Minnesota
$42.8M
PI
340
PineBridge Investments
New York
$42.7M
HCM
341
Hollencrest Capital Management
California
$42.4M
GIM
342
Generate Investment Management
New Zealand
$42.1M
QCM
343
QRG Capital Management
Illinois
$42.1M
SCP
344
Seizert Capital Partners
Michigan
$42.1M
PDM
345
Penn Davis McFarland
Texas
$42M
SAM
346
SP Asset Management
California
$41.7M
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$41.6M
P
348
&Partners
Tennessee
$41.6M
AssetMark Inc
349
AssetMark Inc
California
$41.5M
Cambridge Investment Research Advisors
350
Cambridge Investment Research Advisors
Iowa
$41.1M