UNH icon

UnitedHealth

3,132 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 275 funds opening new positions, 1,275 increasing their positions, 1,412 reducing their positions, and 646 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)

57% less first-time investments, than exits

New positions opened: 275 | Existing positions closed: 646

67% less funds holding in top 10

Funds holding in top 10: 22373 (-150)

Holders
3,132
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
BWM
3726
BankPlus Wealth Management
Mississippi
RAM
3727
Redmond Asset Management
Virginia
BFA
3728
Beacon Financial Advisory
Ohio
SIA
3729
SeaBridge Investment Advisors
New Jersey
MPPLM
3730
Midwest Professional Planners Ltd (MPPL)
Wisconsin
ACC
3731
Acorn Creek Capital
Colorado
1WM
3732
1900 Wealth Management
Texas
VC
3733
Veery Capital
Delaware
WWA
3734
Wealth Watch Advisors
Colorado
CP
3735
Capital Planning
Washington
CA
3736
Cannon Advisors
North Carolina
GAA
3737
Guardian Asset Advisors
Pennsylvania
KL
3738
KWMG LLC
Kansas
EMC
3739
Everest Management Corp
California
SMG
3740
Smart Money Group
Texas
IA
3741
IFG Advisors
Missouri
FGWP
3742
Founders Grove Wealth Partners
Virginia
SCB
3743
Saudi Central Bank
Saudi Arabia
AF
3744
Abound Financial
California
FWA
3745
FSC Wealth Advisors
New York
FWP
3746
Fiduciary Wealth Partners
Massachusetts
HBT
3747
Hills Bank & Trust
Iowa
FLP
3748
Financial Life Planners
Arizona
BWM
3749
Bernard Wealth Management
Michigan
WAOTB
3750
Wealth Advisors of Tampa Bay
Florida