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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
BRCM
676
Bright Rock Capital Management
Massachusetts
$9.36M
SCA
677
Stonebridge Capital Advisors
Minnesota
$9.34M
PS
678
Principal Securities
Iowa
$9.32M
KIM
679
Kestra Investment Management
Texas
$9.3M
FAM
680
Fred Alger Management
New York
$9.24M
YIA
681
YHB Investment Advisors
Connecticut
$9.24M
UCFA
682
United Capital Financial Advisors
Texas
$9.23M
VCM
683
Violich Capital Management
California
$9.23M
DAC
684
Dividend Assets Capital
South Carolina
$9.22M
TI
685
TrueMark Investments
Illinois
$9.21M
SI
686
Scharf Investments
California
$9.19M
GF
687
Gabelli Funds
New York
$9.1M
QI
688
QV Investors
Alberta, Canada
$9.1M
SI
689
Stephens Inc
Arkansas
$9.09M
NMIMC
690
Northwestern Mutual Investment Management Company
Wisconsin
$9.03M
FNFDCM
691
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.98M
BMCM
692
Bryn Mawr Capital Management
Pennsylvania
$8.98M
PTB
693
Pioneer Trust Bank
Oregon
$8.92M
PA
694
Parallel Advisors
California
$8.92M
RA
695
RFG Advisory
Alabama
$8.91M
NSAM
696
North Star Asset Management
Wisconsin
$8.8M
AIM
697
Anchor Investment Management
South Carolina
$8.77M
WA
698
Waverly Advisors
Alabama
$8.75M
BAM
699
Bell Asset Management
Australia
$8.73M
TAM
700
Trillium Asset Management
Massachusetts
$8.7M