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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
CAM
1251
Carret Asset Management
New York
$2.46M
AAP
1252
Arax Advisory Partners
Colorado
$2.45M
ECM
1253
English Capital Management
Michigan
$2.45M
WWM
1254
WT Wealth Management
Arizona
$2.44M
CT
1255
Coastline Trust
Rhode Island
$2.43M
MCC
1256
Money Concepts Capital
Florida
$2.43M
CCAM
1257
Cascades Capital Asset Management
North Carolina
$2.42M
IAN
1258
Integrated Advisors Network
Texas
$2.41M
SC
1259
Skylands Capital
Wisconsin
$2.41M
GM
1260
GeoWealth Management
Illinois
$2.4M
IBOK
1261
Independence Bank of Kentucky
Kentucky
$2.39M
EBT
1262
Enterprise Bank & Trust
Massachusetts
$2.39M
IB
1263
Intrust Bank
Kansas
$2.39M
JSW
1264
Journey Strategic Wealth
New Jersey
$2.38M
SCM
1265
SCS Capital Management
Massachusetts
$2.36M
IUHSA
1266
Itau Unibanco Holding S.A.
Brazil
$2.36M
SJL
1267
Shayne & Jacobs LLC
Tennessee
$2.36M
VIA
1268
Victrix Investment Advisors
Florida
$2.35M
BIG
1269
Brooklyn Investment Group
New York
$2.35M
MWM
1270
Modern Wealth Management
Kansas
$2.35M
FI
1271
Fosun International
China
$2.35M
UWM
1272
Udine Wealth Management
Florida
$2.35M
TAIM
1273
Te Ahumairangi Investment Management
New Zealand
$2.34M
CIAS
1274
Capital Investment Advisory Services
North Carolina
$2.33M
TA
1275
TFG Advisers
Michigan
$2.33M