UNH icon

UnitedHealth

3,149 hedge funds and large institutions have $241B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,279 increasing their positions, 1,421 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: $418B → $241B (-$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
3,149
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
MCWS
851
McKinley Carter Wealth Services
West Virginia
$5.89M
VDBMI
852
Van Den Berg Management I
Texas
$5.88M
FMTC
853
Farmers & Merchants Trust Company
California
$5.86M
PEAK6
854
PEAK6
Illinois
$5.86M
UAM
855
Unison Asset Management
Florida
$5.86M
SCA
856
Stokes Capital Advisors
South Carolina
$5.83M
OCAM
857
Owl Creek Asset Management
New York
$5.79M
CA
858
Clearstead Advisors
Ohio
$5.75M
CCB
859
Country Club Bank
Missouri
$5.74M
STA
860
Summit Trail Advisors
New York
$5.73M
ZBNA
861
Zions Bancorporation, National Association
Utah
$5.72M
EW
862
Evoke Wealth
California
$5.71M
WA
863
WP Advisors
California
$5.71M
VVP
864
Venture Visionary Partners
Ohio
$5.71M
CNBTD
865
Citizens National Bank Trust Department
Mississippi
$5.68M
ANBT
866
American National Bank & Trust
Texas
$5.66M
S
867
SignatureFD
Georgia
$5.65M
AAS
868
Annex Advisory Services
Wisconsin
$5.62M
AM
869
AGF Management
Ontario, Canada
$5.6M
PIM
870
Penobscot Investment Management
Massachusetts
$5.59M
ERIC
871
Eagle Rock Investment Company
Georgia
$5.56M
PAS
872
Point72 Asia (Singapore)
Singapore
$5.54M
SW
873
SVB Wealth
Massachusetts
$5.53M
ACM
874
Aljian Capital Management
Nevada
$5.5M
Kayne Anderson Rudnick Investment Management
875
Kayne Anderson Rudnick Investment Management
California
$5.49M