UNH icon

UnitedHealth

3,146 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, 1,278 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: 22373 (-150)

Holders
3,146
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
MWP
3626
Meredith Wealth Planning
Illinois
AWM
3627
Accel Wealth Management
Iowa
EC
3628
Eaton-Cambridge
Arizona
CPC
3629
CFC Planning Company
Indiana
HWM
3630
Howard Wealth Management
Connecticut
PW
3631
Potentia Wealth
California
VWM
3632
Vigilare Wealth Management
Arizona
MWP
3633
Meriwether Wealth & Planning
Louisiana
CL
3634
CVFG LLC
Indiana
BEAM
3635
Baker Ellis Asset Management
Washington
AF
3636
Apollon Financial
South Carolina
SBWIC
3637
Schaper Benz & Wise Investment Counsel
Wisconsin
PWW
3638
Pettyjohn Wood & White
Virginia
LRIA
3639
Leonard Rickey Investment Advisors
Washington
WFA
3640
WestHill Financial Advisors
California
KP
3641
Kitching Partners
Pennsylvania
LPAM
3642
Lodestar Private Asset Management
California
LC
3643
LCNB Corp
Ohio
JA
3644
JVL Associates
Michigan
KCIC
3645
Kuhn & Co Investment Counsel
Illinois
NAMNJ
3646
NorthStar Asset Management (New Jersey)
New Jersey
PA
3647
PSI Advisors
Florida
HPA
3648
High Probability Advisors
New York
WSA
3649
Warm Springs Advisors
California
VCM
3650
Verde Capital Management
Michigan