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
AC
3551
AWM Capital
Arizona
FWM
3552
Forza Wealth Management
Florida
TIA
3553
Tandem Investment Advisors
South Carolina
PFM
3554
Phillips Financial Management
Indiana
RA
3555
Riversedge Advisors
Delaware
FWM
3556
Foguth Wealth Management
Michigan
OBGC
3557
O'Brien Greene & Co
Pennsylvania
BHBT
3558
Burke & Herbert Bank & Trust
Virginia
TWA
3559
Talisman Wealth Advisors
New Jersey
ELM
3560
Elite Life Management
Florida
LFS
3561
Legacy Financial Strategies
Kansas
TMWM
3562
Taylor & Morgan Wealth Management
Michigan
MWM
3563
Magnolia Wealth Management
Alabama
JWM
3564
Jackson Wealth Management
Florida
SIC
3565
SFE Investment Counsel
California
CFP
3566
Cypress Financial Planning
New Jersey
LFGO
3567
Legacy Financial Group (Oklahoma)
Oklahoma
SFC
3568
Strategic Financial Concepts
Texas
PL
3569
Parthenon LLC
Kentucky
CAM
3570
Clark Asset Management
New Hampshire
IAG
3571
Investmark Advisory Group
Connecticut
PFWA
3572
Paces Ferry Wealth Advisors
Georgia
LWP
3573
Laurel Wealth Planning
Minnesota
GSC
3574
Ground Swell Capital
South Carolina
PFG
3575
Prospect Financial Group
Virginia