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
SEP
3676
Southland Equity Partners
Missouri
CI
3677
Carroll Investors
South Carolina
BBW
3678
Blue Barn Wealth
Utah
GCM
3679
Gallacher Capital Management
Colorado
WFA
3680
Websterrogers Financial Advisors
South Carolina
O3W
3681
Omni 360 Wealth
New Jersey
PFC
3682
Phocas Financial Corp
California
RFP
3683
Roth Financial Partners
Texas
PMG
3684
ProVise Management Group
Florida
2L
3685
25 LLC
Missouri
FF
3686
Francis Financial
AFP
3687
Alpha Financial Partners
Kentucky
W
3688
WPWealth
Texas
GWA
3689
Gutierrez Wealth Advisory
Arkansas
RPGK
3690
Retirement Planning Group (Kansas)
Kansas
DWM
3691
David Wealth Management
Virginia
JC
3692
Jacobs & Co
California
VW
3693
Vance Wealth
California
CCA
3694
Cora Capital Advisors
New Jersey
GWM
3695
GK Wealth Management
Nevada
TWM
3696
Tanager Wealth Management
United Kingdom
LWANC
3697
Laurel Wealth Advisors (North Carolina)
North Carolina
FCM
3698
Fire Capital Management
California
HL
3699
HeadInvest LLC
Maine
BCM
3700
Brown Capital Management
Maryland