UNH icon

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
LI
1601
LMCG Investments
Massachusetts
$1.33M
NDBT
1602
North Dallas Bank & Trust
Texas
$1.33M
IC
1603
Inscription Capital
Texas
$1.33M
DWAM
1604
Duncan Williams Asset Management
Tennessee
$1.32M
TCM
1605
Triumph Capital Management
Colorado
$1.32M
VCAM
1606
Van Cleef Asset Management
Ohio
$1.31M
RPCONE
1607
Retirement Planning Company of New England
Rhode Island
$1.31M
IC
1608
Inkwell Capital
Florida
$1.31M
AC
1609
Avestar Capital
New York
$1.31M
SIM
1610
Sterling Investment Management
Arizona
$1.31M
CFG
1611
Cooper Financial Group
California
$1.31M
MIA
1612
MeadowBrook Investment Advisors
Michigan
$1.31M
ETC
1613
Exchange Traded Concepts
Oklahoma
$1.31M
SC
1614
Stance Capital
Massachusetts
$1.3M
CCM
1615
Chiron Capital Management
Florida
$1.29M
GKIM
1616
GW&K Investment Management
Massachusetts
$1.29M
PCS
1617
Personal CFO Solutions
New Jersey
$1.29M
RA
1618
RiverPark Advisors
New York
$1.29M
CA
1619
Continuum Advisory
Idaho
$1.28M
SIM
1620
Sentry Investment Management
Wisconsin
$1.28M
ACS
1621
Archford Capital Strategies
Illinois
$1.28M
AWA
1622
Amplius Wealth Advisors
Pennsylvania
$1.28M
CFP
1623
Catalyst Financial Partners
Massachusetts
$1.28M
LJAC
1624
L.J. Altfest & Co
New York
$1.28M
CP
1625
CenterBook Partners
Connecticut
$1.27M