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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
GWMR
876
GC Wealth Management RIA
Massachusetts
$5.49M
GT
877
Greenleaf Trust
Michigan
$5.49M
CMI
878
Clare Market Investments
Texas
$5.48M
GAG
879
GM Advisory Group
New York
$5.46M
TWM
880
Tradition Wealth Management
Minnesota
$5.46M
TGM
881
Tenzing Global Management
California
$5.46M
LNB
882
Ledyard National Bank
$5.45M
MWM
883
Mission Wealth Management
California
$5.41M
AIP
884
Ameritas Investment Partners
Nebraska
$5.4M
JFGIW
885
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.4M
BCM
886
Brookstone Capital Management
Illinois
$5.38M
GWWM
887
Great Waters Wealth Management
Minnesota
$5.38M
LSPW
888
Lake Street Private Wealth
Illinois
$5.37M
CK
889
Cohen Klingenstein
New York
$5.37M
TAMH
890
Taikang Asset Management (HK)
Hong Kong
$5.35M
ECM
891
Evergreen Capital Management
Washington
$5.35M
BCV
892
Banque Cantonale Vaudoise
Switzerland
$5.34M
BPC
893
Bearing Point Capital
Minnesota
$5.33M
VF
894
Vest Financial
Virginia
$5.31M
MAM
895
Morse Asset Management
Connecticut
$5.3M
T
896
TOBAM
France
$5.27M
TAA
897
TB Alternative Assets
Cayman Islands
$5.26M
HW
898
Hancock Whitney
Mississippi
$5.26M
NGA
899
Naples Global Advisors
Florida
$5.25M
B
900
Bensler
Washington
$5.25M