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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
WBC
1026
West Branch Capital
Massachusetts
$4.1M
CBT
1027
Central Bank & Trust
Kentucky
$4.09M
WANY
1028
Wealthspire Advisors (New York)
New York
$4.08M
FAM
1029
Fulcrum Asset Management
United Kingdom
$4.08M
SAM
1030
Synergy Asset Management
Washington
$4.08M
SIM
1031
Stratos Investment Management
Ohio
$4.08M
GIC
1032
Generali Investments CEE
Czech Republic
$4.01M
SPL
1033
Saranac Partners Ltd
$4.01M
AF
1034
Aviso Financial
Ontario, Canada
$3.99M
TCOV
1035
Trust Company of Vermont
Vermont
$3.98M
CW
1036
CreativeOne Wealth
Kansas
$3.97M
SF
1037
Symphony Financial
Texas
$3.97M
WIS
1038
Wright Investors Service
Connecticut
$3.97M
RWM
1039
Rench Wealth Management
Texas
$3.96M
GIP
1040
Granite Investment Partners
California
$3.95M
CM
1041
CastleKnight Management
New York
$3.87M
JRP
1042
Jasper Ridge Partners
California
$3.86M
CIA
1043
Choate Investment Advisors
Massachusetts
$3.84M
SCM
1044
Sone Capital Management
New York
$3.82M
Massachusetts Financial Services
1045
Massachusetts Financial Services
Massachusetts
$3.82M
PCTC
1046
Perkins Coie Trust Company
Washington
$3.82M
TPA
1047
Trivium Point Advisory
Connecticut
$3.8M
HAS
1048
HBW Advisory Services
California
$3.78M
FHA
1049
Flagship Harbor Advisors
Massachusetts
$3.78M
PD
1050
Point72 (DIFC)
United Arab Emirates
$3.75M