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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
TFS
1401
Thoroughbred Financial Services
Tennessee
$1.86M
TFIPS
1402
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.86M
LCM
1403
Legato Capital Management
California
$1.86M
HFM
1404
Hartford Financial Management
Connecticut
$1.85M
MTC
1405
Matrix Trust Company
Colorado
$1.85M
HR
1406
Hardy Reed
Mississippi
$1.85M
GFA
1407
Gifford Fong Associates
California
$1.85M
CWP
1408
Cyndeo Wealth Partners
Florida
$1.84M
SCM
1409
Stevens Capital Management
Pennsylvania
$1.84M
AF
1410
Affiance Financial
Minnesota
$1.83M
GMA
1411
Glassy Mountain Advisors
Maryland
$1.83M
BRG
1412
Bay Rivers Group
Virginia
$1.82M
QCM
1413
Qsemble Capital Management
New York
$1.82M
SFS
1414
Sowell Financial Services
Arkansas
$1.82M
CV
1415
Counterweight Ventures
North Carolina
$1.81M
JIC
1416
Joel Isaacson & Co
New York
$1.81M
CI
1417
Cherokee Insurance
Michigan
$1.81M
EWA
1418
EverSource Wealth Advisors
Alabama
$1.81M
CGL
1419
Clarius Group LLC
Washington
$1.8M
AO
1420
Advisor OS
Illinois
$1.79M
SC
1421
Sepio Capital
Utah
$1.79M
BC
1422
Belmont Capital
California
$1.79M
BWM
1423
BKM Wealth Management
Wisconsin
$1.79M
PA
1424
Paragon Advisors
Texas
$1.79M
TSWM
1425
Triangle Securities Wealth Management
North Carolina
$1.79M