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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
GC
801
Guardian Capital
Ontario, Canada
$6.49M
IA
802
IFP Advisors
Florida
$6.46M
BG
803
BDF Gestion
France
$6.46M
LP
804
LMR Partners
United Kingdom
$6.45M
PJSIMP
805
P.J. Schmidt Investment Management (PJS)
Wisconsin
$6.44M
SFG
806
Sather Financial Group
Texas
$6.42M
CGH
807
Crossmark Global Holdings
Texas
$6.4M
SC
808
Savoie Capital
Illinois
$6.4M
AC
809
Asio Capital
Kentucky
$6.38M
WTC
810
WhitTier Trust Company
Nevada
$6.37M
SB
811
SIG Brokerage
New York
$6.37M
CCM
812
Coldstream Capital Management
Washington
$6.37M
CI
813
CX Institutional
Indiana
$6.37M
CIA
814
Capital Investment Advisors
Georgia
$6.36M
WIC
815
Woodmont Investment Counsel
Tennessee
$6.35M
BIA
816
Biondo Investment Advisors
Pennsylvania
$6.31M
DR
817
Davis Rea
Ontario, Canada
$6.3M
MWM
818
Meridian Wealth Management
Kentucky
$6.3M
BIAS
819
Beacon Investment Advisory Services
New Jersey
$6.29M
VFA
820
Valeo Financial Advisors
Indiana
$6.29M
RBA
821
Richard Bernstein Advisors
New York
$6.29M
RS
822
Robeco Schweiz
Switzerland
$6.28M
JFG
823
Jefferies Financial Group
New York
$6.27M
MSA
824
MUFG Securities Americas
New York
$6.27M
MCM
825
Mattern Capital Management
Colorado
$6.26M