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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
SAM
826
Scion Asset Management
California
$6.24M
SAMU
827
SONA Asset Management (US)
New York
$6.24M
EB
828
Eastern Bank
Massachusetts
$6.23M
AAMU
829
APG Asset Management US
New York
$6.22M
AWM
830
Axxcess Wealth Management
California
$6.21M
ACM
831
Advisors Capital Management
New Jersey
$6.2M
AF
832
Alerus Financial
North Dakota
$6.2M
PF
833
Phoenix Financial
Israel
$6.19M
GWM
834
Greenwich Wealth Management
Connecticut
$6.18M
IEFM
835
IQ EQ Fund Management
Ireland
$6.16M
MGWM
836
Marks Group Wealth Management
Minnesota
$6.13M
JWCA
837
J.W. Cole Advisors
Florida
$6.13M
AWA
838
Arkadios Wealth Advisors
Georgia
$6.06M
HVIA
839
Hudson Valley Investment Advisors
New York
$6.05M
AS
840
Altshuler Shaham
Israel
$6.02M
PIM
841
Plato Investment Management
Australia
$5.99M
LDB
842
Lee, Danner & Bass
Tennessee
$5.98M
MA
843
Mutual Advisors
Nebraska
$5.96M
NRG
844
Nemes Rush Group
Michigan
$5.95M
SW
845
Simplicity Wealth
New Jersey
$5.95M
AF
846
Ally Financial
Michigan
$5.93M
MYIA
847
Mount Yale Investment Advisors
Colorado
$5.91M
SCM
848
SOL Capital Management
Maryland
$5.91M
MCWS
849
McKinley Carter Wealth Services
West Virginia
$5.89M
VDBMI
850
Van Den Berg Management I
Texas
$5.88M