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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
CIG
901
Consolidated Investment Group
Colorado
$5.23M
SAM
902
Sectoral Asset Management
Quebec, Canada
$5.22M
BFC
903
Blue Fin Capital
Rhode Island
$5.22M
BCM
904
Bretton Capital Management
California
$5.21M
DS
905
DRW Securities
Illinois
$5.2M
MJP
906
Michael J. Puzo
$5.2M
SC
907
Scholtz & Company
Connecticut
$5.19M
BEC
908
Blue Edge Capital
Virginia
$5.19M
IWA
909
Icon Wealth Advisors
Texas
$5.19M
SF
910
Summit Financial
New Jersey
$5.18M
BPWM
911
Badgley Phelps Wealth Managers
Washington
$5.18M
SWM
912
Spire Wealth Management
Virginia
$5.17M
WC
913
Winmill & Co
New York
$5.14M
B
914
Bellecapital
Switzerland
$5.12M
QT
915
Quantbot Technologies
New York
$5.11M
DJSG
916
D.J. St. Germain
Massachusetts
$5.1M
BP
917
Ballentine Partners
Massachusetts
$5.07M
SIC
918
Salem Investment Counselors
North Carolina
$5.06M
ACG
919
Allen Capital Group
Nebraska
$5.05M
OAM
920
Ostrum Asset Management
France
$5.04M
FFA
921
Farther Finance Advisors
California
$5.03M
VCA
922
Verdence Capital Advisors
Maryland
$5.01M
CF
923
Centaurus Financial
California
$4.98M
DWM
924
Dakota Wealth Management
Florida
$4.98M
AG
925
Ascent Group
Virginia
$4.98M