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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
NS
1376
NBC Securities
Alabama
$1.96M
GSB
1377
Greenfield Savings Bank
Massachusetts
$1.96M
SLC
1378
Second Line Capital
Louisiana
$1.96M
SMA
1379
Sage Mountain Advisors
Georgia
$1.95M
SWM
1380
Sendero Wealth Management
Texas
$1.95M
MTIM
1381
Marathon Trading Investment Management
Pennsylvania
$1.94M
SNB
1382
Security National Bank
Nebraska
$1.94M
RSWM
1383
Robertson Stephens Wealth Management
California
$1.94M
SFI
1384
SPC Financial Inc
Maryland
$1.93M
Polen Capital Management
1385
Polen Capital Management
Florida
$1.93M
BFO
1386
Boston Family Office
Massachusetts
$1.92M
BDS
1387
Banco de Sabadell
Florida
$1.92M
TE
1388
Tema ETFs
New York
$1.91M
PNAA
1389
Pictet North America Advisors
Switzerland
$1.91M
TS
1390
Triglav Skladi
Slovenia
$1.91M
LWA
1391
Lineweaver Wealth Advisors
Ohio
$1.91M
SP
1392
Stonebrook Private
Michigan
$1.89M
JCM
1393
Jacobi Capital Management
Pennsylvania
$1.89M
FA
1394
Fagan Associates
New York
$1.88M
VFM
1395
Viking Fund Management
North Dakota
$1.87M
DA
1396
Dover Advisors
Virginia
$1.87M
PTC
1397
Private Trust Company
Ohio
$1.87M
WA
1398
Wealth Architects
California
$1.87M
SI
1399
Saxon Interests
Texas
$1.87M
SGI
1400
Summit Global Investments
Utah
$1.87M