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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
HSA
1076
HBK Sorce Advisory
Pennsylvania
$3.57M
IWM
1077
IHT Wealth Management
Illinois
$3.55M
TCM
1078
Twin Capital Management
Pennsylvania
$3.55M
PA
1079
Procyon Advisors
Connecticut
$3.52M
CCG
1080
Chatham Capital Group
Georgia
$3.52M
BIM
1081
Brentview Investment Management
Illinois
$3.51M
RWA
1082
River Wealth Advisors
Pennsylvania
$3.5M
TAM
1083
Thematics Asset Management
France
$3.49M
BAM
1084
Belpointe Asset Management
Nevada
$3.48M
BSC
1085
Brown Shipley & Co
United Kingdom
$3.48M
GI
1086
GS Investments
Minnesota
$3.47M
SCM
1087
Schnieders Capital Management
California
$3.46M
FIB
1088
First Interstate Bank
Montana
$3.45M
LCM
1089
LRT Capital Management
Texas
$3.42M
DSC
1090
Duncker Streett & Co
Missouri
$3.42M
MA
1091
Montag & Associates
Georgia
$3.4M
RIL
1092
Rothschild Investment LLC
Illinois
$3.39M
FMB
1093
Field & Main Bank
Kentucky
$3.39M
LAM
1094
Lountzis Asset Management
Pennsylvania
$3.38M
Koshinski Asset Management
1095
Koshinski Asset Management
Illinois
$3.38M
GWM
1096
Geneos Wealth Management
Colorado
$3.38M
JWCA
1097
J.W. Coons Advisors
Ohio
$3.37M
LPT
1098
Legacy Private Trust
Wisconsin
$3.37M
HIP
1099
Harrell Investment Partners
Texas
$3.36M
WPC
1100
Wedmont Private Capital
Pennsylvania
$3.34M