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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
KFS
776
Kurt F. Somerville
$7.27M
TCWA
777
Turtle Creek Wealth Advisors
Texas
$7.24M
OBAM
778
ODDO BHF Asset Management
France
$7.23M
KA
779
Kovack Advisors
Florida
$7.21M
VT
780
Vise Technologies
New York
$7.16M
TAP
781
Tounjian Advisory Partners
Florida
$7.16M
CCA
782
Checchi Capital Advisers
California
$7.12M
DP
783
DDD Partners
Washington
$7.11M
BFG
784
Bleakley Financial Group
New Jersey
$7.08M
HAG
785
HighPoint Advisor Group
Illinois
$7.05M
SC
786
Shay Capital
New York
$7.02M
BCB
787
Brian C. Broderick
$6.98M
STAS
788
Strong Tower Advisory Services
Minnesota
$6.79M
RCM
789
RNC Capital Management
California
$6.77M
TFA
790
Toth Financial Advisory
Virginia
$6.73M
SAM
791
Smithbridge Asset Management
Pennsylvania
$6.7M
HH
792
Hilltop Holdings
Texas
$6.68M
MGIA
793
Moneta Group Investment Advisors
Missouri
$6.64M
WAM
794
Weiss Asset Management
Massachusetts
$6.62M
ST
795
Spinnaker Trust
Maine
$6.61M
LNWWM
796
Laird Norton Wetherby Wealth Management
California
$6.56M
BJL
797
Brighton Jones LLC
Washington
$6.53M
LBC
798
Lowe Brockenbrough & Co
Virginia
$6.52M
MWM
799
Marietta Wealth Management
Georgia
$6.51M
HIP
800
HUB Investment Partners
Texas
$6.51M