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UnitedHealth
UNH

Overview Fund Activity

3,104 hedge funds and large institutions have $239B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 269 funds opening new positions, 1,263 increasing their positions, 1,404 reducing their positions, and 642 closing their positions.

Holders
3,104
Holders Change
-450
Holders Change %
-12.66%
% of All Funds
41.66%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
269
Increased
1,263
Reduced
1,404
Closed
642
Calls
$10.5B
Puts
$8.71B
Net Calls
+$1.78B
Net Calls Change
+$918M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.57B
2
Dodge & Cox
2
Dodge & Cox
California
$2.73B
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$1.63B
4
Eagle Capital Management (New York)
4
Eagle Capital Management (New York)
New York
$1.68B
5
AL
5
Appaloosa LP
New Jersey
$764M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.79B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.24B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.24B
4
Morgan Stanley
4
Morgan Stanley
New York
$4.71B
5
Capital World Investors
5
Capital World Investors
California
$5.72B
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
3726
Bernard Wealth Management
Michigan
– – -210 Closed
WAOTB
3727
Wealth Advisors of Tampa Bay
Florida
– – -190 Closed
WAG
3728
Wiser Advisor Group
Arizona
– – -181 Closed
1M
3729
1248 Management
Missouri
– – -154 Closed
RCA
3730
Runnymede Capital Advisors
Ohio
– – -131 Closed
GWM
3731
Guardian Wealth Management
Illinois
– – -130 Closed
AFS
3732
Anderson Financial Strategies
Ohio
– – -116 Closed
1L
3733
10Elms LLP
Oklahoma
– – -104 Closed
CCM
3734
Cloud Capital Management
Washington
– – -102 Closed
CSC
3735
Cove Street Capital
California
– – -90 Closed
RWM
3736
Ruedi Wealth Management
Illinois
– – -87 Closed
CWM
3737
Compass Wealth Management
Connecticut
– – -80 Closed
SCA
3738
Stuart Chaussee & Associates
California
– – -61 Closed
EI
3739
eCIO Inc
Wisconsin
– – -57 Closed
WFA
3740
West Financial Advisors
Iowa
– – -55 Closed
KSWA
3741
Kathleen S. Wright Associates
Pennsylvania
– – -47 Closed
AWM
3742
Avondale Wealth Management
Texas
– – -30 Closed
MIM
3743
Marshall Investment Management
Colorado
– – -30 Closed
FPF
3744
First Pacific Financial
Washington
– – -27 Closed
PPWM
3745
PFG Private Wealth Management
Florida
– – -27 Closed
TLA
3746
Tanglewood Legacy Advisors
Texas
– – -22 Closed
VBA
3747
von Borstel & Associates
Oregon
– – -22 Closed
ETS
3748
ESL Trust Services
New York
– – -22 Closed
RA
3749
Resolute Advisors
California
– – -20 Closed
GIM
3750
Gold Investment Management
Alberta, Canada
– – -18 Closed
148 149
150
151 152