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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
MSWM
976
Mader & Shannon Wealth Management
Missouri
$4.59M
NB
977
NBT Bank
New York
$4.57M
SCP
978
Sandhill Capital Partners
New York
$4.54M
GA
979
GFS Advisors
Texas
$4.52M
LAM
980
Lynch Asset Management
Pennsylvania
$4.52M
CT
981
Caldwell Trust
Florida
$4.52M
LM
982
Lincluden Management
Ontario, Canada
$4.5M
SAM
983
Silvercrest Asset Management
New York
$4.49M
VCM
984
Voleon Capital Management
California
$4.49M
MAM
985
Martingale Asset Management
Massachusetts
$4.48M
HWAM
986
Hennion & Walsh Asset Management
New Jersey
$4.47M
SIG
987
Sky Investment Group
Connecticut
$4.47M
CFSG
988
Community Financial Services Group
Vermont
$4.44M
MWM
989
Modera Wealth Management
New Jersey
$4.44M
FA
990
Fiduciary Alliance
South Carolina
$4.43M
SS
991
SBI Securities
Japan
$4.43M
LIM
992
Leavell Investment Management
Alabama
$4.42M
DAS
993
Dynamic Advisor Solutions
Arizona
$4.42M
SIC
994
Sigma Investment Counselors
Michigan
$4.41M
NCM
995
Narwhal Capital Management
Georgia
$4.4M
VAS
996
Vestmark Advisory Solutions
Massachusetts
$4.4M
ECML
997
Eagle Capital Management (Louisiana)
Louisiana
$4.39M
AWS
998
Atria Wealth Solutions
New York
$4.38M
RWM
999
Ritholtz Wealth Management
New York
$4.37M
MAS
1000
Meeder Advisory Services
Ohio
$4.37M