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UnitedHealth
UNH

Overview Fund Activity

3,116 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 271 funds opening new positions, 1,267 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,116
Holders Change
-439
Holders Change %
-12.35%
% of All Funds
41.78%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
271
Increased
1,267
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$1.57B
2
Dodge & Cox
Dodge & Cox
California
+$1.48B
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$850M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$834M
5
AL
Appaloosa LP
New Jersey
+$710M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$4.7B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.31B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.96B
4
Morgan Stanley
Morgan Stanley
New York
-$1.95B
5
Capital World Investors
Capital World Investors
California
-$1.39B
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$1.72B +$99.8M +320,014 +6%
Eagle Capital Management (New York)
27
Eagle Capital Management (New York)
New York
$1.68B +$834M +2,673,994 +99%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$1.63B +$850M +2,729,246 +109%
Fisher Asset Management
29
Fisher Asset Management
Washington
$1.63B -$11.6M -37,108 -0.7%
NL
30
Nuveen LLC
North Carolina
$1.59B -$699M -2,240,042 -30%
Berkshire Hathaway
31
Berkshire Hathaway
Nebraska
$1.57B +$1.57B +5,039,564 New
Janus Henderson Group
32
Janus Henderson Group
United Kingdom
$1.53B -$25.9M -83,131 -2%
Franklin Resources
33
Franklin Resources
California
$1.52B -$1.24B -3,971,789 -45%
Barclays
34
Barclays
United Kingdom
$1.39B +$62.4M +199,877 +5%
UBS Group
35
UBS Group
Switzerland
$1.37B -$340M -1,089,486 -20%
Wells Fargo
36
Wells Fargo
California
$1.36B -$649M -2,079,186 -32%
Invesco
37
Invesco
Georgia
$1.3B -$572M -1,833,037 -31%
Raymond James Financial
38
Raymond James Financial
Florida
$1.1B -$46.3M -148,319 -4%
ClearBridge Investments
39
ClearBridge Investments
New York
$1.08B -$193M -619,905 -15%
Deutsche Bank
40
Deutsche Bank
Germany
$1.03B -$646M -2,069,214 -38%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$1.02B +$504M +1,617,071 +99%
Ameriprise
42
Ameriprise
Minnesota
$999M -$217M -694,354 -18%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$985M +$332M +1,065,772 +51%
VAM
44
Veritas Asset Management
United Kingdom
$970M +$477M +1,528,984 +97%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$905M +$202M +646,373 +29%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$891M +$75.1M +240,664 +9%
Swiss National Bank
47
Swiss National Bank
Switzerland
$864M +$54.1M +173,500 +7%
AL
48
Appaloosa LP
New Jersey
$764M +$710M +2,275,000 +1,300%
T. Rowe Price Investment Management
49
T. Rowe Price Investment Management
Maryland
$700M -$197M -632,213 -22%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$675M -$116M -373,367 -15%
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