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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
SWM
651
Segment Wealth Management
Texas
$10.4M
AAIS
652
ABN AMRO Investment Solutions
$10.4M
TIM
653
Thompson Investment Management
Wisconsin
$10.4M
FWCM
654
Ferguson Wellman Capital Management
Oregon
$10.3M
FCH
655
Freestone Capital Holdings
Washington
$10.3M
CTA
656
Chesley Taft & Associates
Illinois
$10.2M
KSCM
657
Kamunting Street Capital Management
Florida
$10.1M
APM
658
Avidity Partners Management
Texas
$9.98M
MYAM
659
Meiji Yasuda Asset Management
Japan
$9.97M
LFAS
660
Level Four Advisory Services
Texas
$9.96M
Los Angeles Capital Management
661
Los Angeles Capital Management
California
$9.92M
PIA
662
Petredis Investment Advisors
Pennsylvania
$9.92M
Luther King Capital Management (LKCM)
663
Luther King Capital Management (LKCM)
Texas
$9.88M
WTB
664
Washington Trust Bank
Washington
$9.85M
BFA
665
Bragg Financial Advisors
North Carolina
$9.8M
KPWS
666
Kestra Private Wealth Services
Texas
$9.73M
GH
667
GAM Holding
Switzerland
$9.73M
BC
668
Burney Company
Virginia
$9.7M
HCS
669
Himension Capital (Singapore)
Singapore
$9.68M
FPGT
670
Financial Partners Group (Tennessee)
Tennessee
$9.68M
SFI
671
Siemens Fonds Invest
Germany
$9.64M
IMCOOI
672
Investment Management Corp of Ontario (IMCO)
Canada
$9.61M
RPAM
673
Rhenman & Partners Asset Management
Sweden
$9.49M
AA
674
Ancora Advisors
Ohio
$9.47M
IHL
675
Investment House LLC
California
$9.43M