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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
PAG
601
Private Advisory Group
Washington
$13.1M
CWM
602
Congress Wealth Management
Massachusetts
$13M
DAS
603
Diversify Advisory Services
Utah
$13M
LIP
604
Liontrust Investment Partners
United Kingdom
$12.9M
US
605
UNICOM Systems
Nevada
$12.9M
TTWM
606
TCV Trust & Wealth Management
Virginia
$12.9M
CCM
607
Copeland Capital Management
Pennsylvania
$12.8M
AMBIA
608
Allen Mooney & Barnes Investment Advisors
Georgia
$12.8M
FFB
609
First Financial Bankshares
Texas
$12.7M
Wolverine Trading
610
Wolverine Trading
Illinois
$12.7M
KWM
611
Kingsview Wealth Management
Oregon
$12.5M
CFM
612
Coronation Fund Managers
South Africa
$12.4M
WCP
613
Wealthcare Capital Partners
Pennsylvania
$12.4M
JG
614
Jain Global
New York
$12.4M
KA
615
Kerrisdale Advisers
Florida
$12.3M
GVAG
616
Great Valley Advisor Group
Delaware
$12.3M
DIA
617
Dana Investment Advisors
Wisconsin
$12.2M
CTA
618
Colonial Trust Advisors
South Carolina
$12.2M
OIA
619
OneDigital Investment Advisors
Kansas
$12.2M
RPI
620
Railway Pension Investments
United Kingdom
$12.2M
FFN
621
Focus Financial Network
Minnesota
$12.1M
KLWA
622
Kelly Lawrence W & Associates
California
$12.1M
EOJOAM
623
E. Ohman J:or Asset Management
Sweden
$12.1M
FNT
624
First National Trust
Pennsylvania
$12M
CIC
625
Chilton Investment Company
Connecticut
$11.9M