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
MPCG
3651
Matrix Private Capital Group
New York
VC
3652
Vicus Capital
Pennsylvania
SL
3653
Sentry LLC
Tennessee
CCA
3654
Carrera Capital Advisors
Michigan
SFP
3655
Sandbox Financial Partners
Maryland
WWM
3656
Wiser Wealth Management
Georgia
CFG
3657
Cosner Financial Group
Colorado
CA
3658
Capital Advantage
California
PA
3659
Promethium Advisors
Maryland
EFG
3660
Embree Financial Group
Illinois
BAWM
3661
Bennett Associates Wealth Management
Pennsylvania
PAG
3662
Powers Advisory Group
Illinois
PIN
3663
Prudent Investors Network
California
KCFA
3664
Key Client Fiduciary Advisors
New Jersey
MA
3665
MAS Advisors
Florida
AWM
3666
Aberdeen Wealth Management
Illinois
BIP
3667
Blue Investment Partners
California
AZ
3668
Alpha Zero
Florida
FHB
3669
First Hawaiian Bank
Hawaii
W
3670
Wealthquest
Ohio
HH
3671
HWG Holdings
Texas
VPP
3672
Vertex Planning Partners
Illinois
SWM
3673
Shakespeare Wealth Management
Wisconsin
VAM
3674
Verity Asset Management
North Carolina
NPI
3675
New Perspectives Inc
Mississippi