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UnitedHealth
UNH

Overview Fund Activity

3,115 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, 1,266 increasing their positions, 1,408 reducing their positions, and 643 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,115
Holders Change
-439
Holders Change %
-12.35%
% of All Funds
41.77%
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
1,266
Reduced
1,408
Closed
643
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
$2.73B
3
HSBC Holdings
HSBC Holdings
United Kingdom
$1.63B
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.68B
5
AL
Appaloosa LP
New Jersey
$764M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$1.79B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$5.24B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.24B
4
Morgan Stanley
Morgan Stanley
New York
$4.71B
5
Capital World Investors
Capital World Investors
California
$5.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
501
Beacon Pointe Advisors
California
$18.9M -$67.1K -215 -0.4%
PWAM
502
Park West Asset Management
California
$18.7M -$3.29M -10,535 -15%
IMRF
503
Illinois Municipal Retirement Fund
Illinois
$18.5M +$341K +1,092 +2%
KRS
504
Kentucky Retirement Systems
Kentucky
$18.4M -$1.21M -3,863 -6%
MFIM
505
Mesirow Financial Investment Management
Illinois
$18.1M +$2.8M +8,966 +18%
BCM
506
Boone Capital Management
Georgia
$18.1M +$18.1M +58,112 New
HTC
507
Haverford Trust Company
Pennsylvania
$18M -$114M -367,013 -86%
SAI
508
Systematic Alpha Investments
New Jersey
$17.9M – – –
DADC
509
D.A. Davidson & Co
Montana
$17.7M +$4.47M +14,315 +34%
Parallax Volatility Advisers
510
Parallax Volatility Advisers
California
$17.7M -$8.83M -28,295 -33%
Vontobel Holding
511
Vontobel Holding
Switzerland
$17.7M -$12.5M -40,037 -41%
VIM
512
Vinva Investment Management
Australia
$17.6M +$4.19M +13,541 +31%
OC
513
Oppenheimer & Co
New York
$17.6M +$1.49M +4,777 +9%
SCTC
514
Sanibel Captiva Trust Company
Florida
$17.6M -$3.37M -10,788 -16%
SCP
515
Stamos Capital Partners
California
$17.6M +$13.9M +44,518 +375%
MC
516
MIG Capital
California
$17.5M +$17.5M +55,961 New
Capstone Investment Advisors
517
Capstone Investment Advisors
New York
$17.5M +$13.2M +42,195 +307%
NIG
518
NFJ Investment Group
Texas
$17.4M -$6.63M -21,256 -28%
MIM
519
Marco Investment Management
Georgia
$17.4M +$5.85M +18,739 +51%
6CM
520
683 Capital Management
New York
$17.3M +$1.09M +3,500 +7%
AI
521
Atria Investments
North Carolina
$17.3M -$5.93M -19,002 -26%
CA
522
Commerzbank Aktiengesellschaft
Germany
$17.3M +$2.72M +8,708 +19%
RC
523
RBF Capital
California
$17.2M +$17.2M +55,000 New
FBB
524
Fulton Breakefield Broenniman
Maryland
$17.1M -$871K -2,791 -5%
HIMCH
525
Hartford Investment Management Co (HIMCO)
Connecticut
$17.1M -$449K -1,440 -3%
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