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UnitedHealth

3,147 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, 1,279 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: 22473 (-151)

Holders
3,147
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
EP
501
Eversept Partners
New York
$18.9M
TLP
502
Tri Locum Partners
New York
$18.9M
BFS
503
Bradley Foster & Sargent
Connecticut
$18.9M
BPA
504
Beacon Pointe Advisors
California
$18.9M
PWAM
505
Park West Asset Management
California
$18.7M
IMRF
506
Illinois Municipal Retirement Fund
Illinois
$18.5M
KRS
507
Kentucky Retirement Systems
Kentucky
$18.4M
MFIM
508
Mesirow Financial Investment Management
Illinois
$18.1M
BCM
509
Boone Capital Management
Georgia
$18.1M
HTC
510
Haverford Trust Company
Pennsylvania
$18M
SAI
511
Systematic Alpha Investments
New Jersey
$17.9M
DADC
512
D.A. Davidson & Co
Montana
$17.7M
Parallax Volatility Advisers
513
Parallax Volatility Advisers
California
$17.7M
Vontobel Holding
514
Vontobel Holding
Switzerland
$17.7M
VIM
515
Vinva Investment Management
Australia
$17.6M
OC
516
Oppenheimer & Co
New York
$17.6M
SCTC
517
Sanibel Captiva Trust Company
Florida
$17.6M
SCP
518
Stamos Capital Partners
California
$17.6M
MC
519
MIG Capital
California
$17.5M
Capstone Investment Advisors
520
Capstone Investment Advisors
New York
$17.5M
NIG
521
NFJ Investment Group
Texas
$17.4M
MIM
522
Marco Investment Management
Georgia
$17.4M
6CM
523
683 Capital Management
New York
$17.3M
AI
524
Atria Investments
North Carolina
$17.3M
CA
525
Commerzbank Aktiengesellschaft
Germany
$17.3M