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UnitedHealth

3,150 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, 1,422 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 ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
3,150
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
TYCC
1351
Texas Yale Capital Corp
Florida
$2.05M
PC
1352
Permanens Capital
New York
$2.04M
CAM
1353
Cidel Asset Management
Ontario, Canada
$2.03M
CANC
1354
Culbertson A N & Co
Virginia
$2.03M
TC
1355
TFR Capital
Texas
$2.02M
PCA
1356
Pallas Capital Advisors
Massachusetts
$2.02M
RCWM
1357
Royal Capital Wealth Management
Indiana
$2.01M
JWM
1358
Jessup Wealth Management
Ohio
$2.01M
PWAM
1359
Private Wealth Asset Management
Iowa
$2.01M
BCM
1360
Birch Capital Management
Texas
$2.01M
EMB
1361
Elefante Mark B
$2.01M
LCM
1362
Landscape Capital Management
New Jersey
$2.01M
ST
1363
Somerset Trust
Pennsylvania
$2M
DAM
1364
Deltec Asset Management
New York
$2M
BSAM
1365
Blue Square Asset Management
New York
$2M
NFSG
1366
Newbridge Financial Services Group
Florida
$2M
GMFG
1367
Greater Midwest Financial Group
Minnesota
$1.99M
VM
1368
Venator Management
Pennsylvania
$1.99M
CB
1369
Community Bank
New York
$1.98M
BWM
1370
BCGM Wealth Management
Indiana
$1.98M
BFA
1371
Brown Financial Advisors
Ohio
$1.98M
CA
1372
Claro Advisors
Massachusetts
$1.98M
BAAM
1373
Baker Avenue Asset Management
California
$1.97M
ICP
1374
Impact Capital Partners
Colorado
$1.97M
AIMA
1375
Ables Iannone Moore & Associates
Georgia
$1.97M