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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
SC
751
Savant Capital
Illinois
$7.72M
BZWA
752
Blue Zone Wealth Advisors
California
$7.72M
PCM
753
Prana Capital Management
Connecticut
$7.72M
SG
754
Sienna Gestion
France
$7.64M
CLA
755
Carnegie Lake Advisors
New Jersey
$7.63M
WCM
756
Wedge Capital Management
North Carolina
$7.63M
WF
757
WoodTrust Financial
Wisconsin
$7.62M
NPPM
758
North Point Portfolio Managers
Ohio
$7.59M
GIM
759
Goelzer Investment Management
Indiana
$7.52M
WAM
760
Wolverine Asset Management
Illinois
$7.51M
AR
761
Advisory Research
Illinois
$7.5M
OFCM
762
One Fin Capital Management
California
$7.49M
BWM
763
Bulltick Wealth Management
Florida
$7.47M
HI
764
Horizon Investments
North Carolina
$7.41M
IWC
765
Integrated Wealth Concepts
Massachusetts
$7.4M
LGWM
766
Litman Gregory Wealth Management
California
$7.38M
AGC
767
Alden Global Capital
Florida
$7.38M
BWFA
768
Baltimore-Washington Financial Advisors
Maryland
$7.37M
WC
769
Westerkirk Capital
$7.35M
OCAM
770
Onex Canada Asset Management
Ontario, Canada
$7.34M
EP
771
Edgestream Partners
New Jersey
$7.33M
RDWM
772
Red Door Wealth Management
Tennessee
$7.32M
TBA
773
Tower Bridge Advisors
Pennsylvania
$7.32M
MCM
774
McRae Capital Management
New Jersey
$7.31M
NAM
775
NorthCrest Asset Manangement
Minnesota
$7.29M