UNH icon

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
MWA
3526
Muirfield Wealth Advisors
North Carolina
FCFC
3527
First Citizens Financial Corp
Iowa
MAM
3528
Mainsail Asset Management
Alabama
FI
3529
Financial Insights
Washington
6F
3530
626 Financial
Michigan
JC
3531
JBGlobal.com
New York
AIM
3532
Aspen Investment Management
Michigan
AFC
3533
AFT Forsyth & Company
Florida
C1AG
3534
Client 1st Advisory Group
Florida
ACA
3535
Affinity Capital Advisors
California
MKC
3536
M. Kraus & Co
Vermont
RBWA
3537
RFG - Bristol Wealth Advisors
Massachusetts
EWA
3538
Emergent Wealth Advisors
New York
AFS
3539
Axiom Financial Strategies
Indiana
1WM
3540
1858 Wealth Management
Ohio
LWM
3541
Lionshead Wealth Management
New York
LI
3542
LVZ Inc
Michigan
FPW
3543
Flywheel Private Wealth
California
FFG
3544
First Financial Group
North Carolina
BMM
3545
Berkshire Money Management
Massachusetts
HTWM
3546
Hartmann Taylor Wealth Management
Texas
CCA
3547
Cottonwood Capital Advisors
Utah
GCM
3548
G2 Capital Management
Ohio
EA
3549
Echo45 Advisors
California
AC
3550
AWM Capital
Arizona