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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
ECM
1101
Elgethun Capital Management
South Dakota
$3.34M
AG
1102
AlTi Global
New York
$3.33M
FNB
1103
Farmers National Bank
Kentucky
$3.33M
CT
1104
Chicago Trust
Illinois
$3.33M
ZI
1105
ZEGA Investments
Florida
$3.32M
PCG
1106
Prosperity Consulting Group
Maryland
$3.31M
TAM
1107
Trust Asset Management
Texas
$3.31M
CT
1108
Clearstead Trust
Maine
$3.3M
BP
1109
BNP Paribas
France
$3.28M
JHCP
1110
Jackson Hole Capital Partners
Oklahoma
$3.27M
HIC
1111
Holderness Investments Company
North Carolina
$3.26M
BHWM
1112
Bar Harbor Wealth Management
New Hampshire
$3.25M
JIM
1113
Jensen Investment Management
Oregon
$3.25M
CA
1114
Cullinan Associates
Kentucky
$3.24M
WBWA
1115
William B. Walkup & Associates
South Carolina
$3.24M
CWMK
1116
Caliber Wealth Management (Kansas)
Kansas
$3.23M
TCA
1117
Trifecta Capital Advisors
Illinois
$3.23M
EFM
1118
E Fund Management
China
$3.23M
DFCM
1119
Dark Forest Capital Management
Puerto Rico
$3.23M
AIM
1120
Acropolis Investment Management
Missouri
$3.21M
CRI
1121
Commonwealth Retirement Investments
Virginia
$3.2M
RWP
1122
RWA Wealth Partners
Massachusetts
$3.2M
MIC
1123
Maxi Investments CY
Cyprus
$3.18M
CWM
1124
Chemistry Wealth Management
New York
$3.17M
SBFM
1125
S-Bank Fund Management
Finland
$3.16M