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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
ALAM
1051
Asahi Life Asset Management
Japan
$3.75M
SRC
1052
Shufro Rose & Co
New York
$3.74M
VWM
1053
Venturi Wealth Management
Texas
$3.74M
BONST
1054
Bank of Nova Scotia Trust
Ontario, Canada
$3.73M
FBT
1055
First Bankers Trust
Kentucky
$3.73M
GI
1056
GAMMA Investing
California
$3.73M
MS
1057
Marshall & Sullivan
Washington
$3.72M
PL
1058
Plancorp LLC
Missouri
$3.71M
MFS
1059
Mattson Financial Services
Michigan
$3.7M
EWM
1060
Empirical Wealth Management
Washington
$3.7M
PI
1061
PFG Investments
New York
$3.68M
MMA
1062
Miracle Mile Advisors
California
$3.68M
AF
1063
Advisornet Financial
Minnesota
$3.67M
PL
1064
Perpetual Ltd
Australia
$3.66M
NP
1065
NorthRock Partners
Minnesota
$3.64M
BWM
1066
BigSur Wealth Management
Florida
$3.63M
HCA
1067
Harbour Capital Advisors
Virginia
$3.62M
PWS
1068
Peloton Wealth Strategists
Indiana
$3.61M
AFP
1069
Ausdal Financial Partners
Iowa
$3.6M
FFA
1070
First Foundation Advisors
California
$3.6M
BOC
1071
Barbara Oil Co
Illinois
$3.59M
LFP
1072
Leeward Financial Partners
Washington
$3.59M
WJWM
1073
Williams Jones Wealth Management
New York
$3.58M
Verition Fund Management
1074
Verition Fund Management
Connecticut
$3.57M
PWM
1075
Perigon Wealth Management
California
$3.57M