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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
SC
926
Stolper & Co
Oklahoma
$4.96M
RC
927
Roundview Capital
New Jersey
$4.96M
TCBWMS
928
Texas Capital Bank Wealth Management Services
Texas
$4.95M
PFA
929
Pure Financial Advisors
California
$4.95M
CHC
930
City Holding Co
West Virginia
$4.95M
ACM
931
Aurdan Capital Management
Pennsylvania
$4.94M
BCM
932
Buckhead Capital Management
Georgia
$4.92M
KCM
933
Kornitzer Capital Management
Kansas
$4.92M
LCM
934
Logan Capital Management
Pennsylvania
$4.91M
HI
935
Harbour Investments
Wisconsin
$4.9M
CWM
936
Chronos Wealth Management
Florida
$4.89M
PA
937
Profund Advisors
Maryland
$4.88M
SPC
938
Sigma Planning Corp
Michigan
$4.88M
BI
939
Ballast Inc
Kentucky
$4.87M
LS
940
Livforsakringsbolaget Skandia
Sweden
$4.87M
FTWA
941
Fifth Third Wealth Advisors
Ohio
$4.86M
GIA
942
Gladstone Institutional Advisory
Florida
$4.84M
HTIM
943
Harbour Trust & Investment Management
Indiana
$4.84M
EW
944
Evexia Wealth
Wisconsin
$4.84M
BWA
945
Burt Wealth Advisors
Maryland
$4.83M
EARNEST Partners
946
EARNEST Partners
Georgia
$4.82M
GT
947
Glenview Trust
Kentucky
$4.81M
CIG
948
Cullen Investment Group
Louisiana
$4.8M
AG
949
AIA Group
Hong Kong
$4.79M
BB
950
Busey Bank
Illinois
$4.78M