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
MW
1776
MBL Wealth
North Carolina
$986K
WMP
1777
Wealth Management Partners
Arizona
$985K
CRI
1778
Colonial River Investments
Virginia
$981K
PWP
1779
Precedent Wealth Partners
Texas
$981K
AWM
1780
Accurate Wealth Management
Florida
$977K
NAS
1781
Nicolet Advisory Services
Wisconsin
$972K
AWA
1782
Aaron Wealth Advisors
Illinois
$971K
CPC
1783
Congress Park Capital
New York
$967K
KWM
1784
Keebeck Wealth Management
Illinois
$966K
RIA
1785
Regal Investment Advisors
Michigan
$965K
AAM
1786
AR Asset Management
California
$964K
EAMA
1787
EFG Asset Management (Americas)
Florida
$964K
SIAG
1788
Safeguard Investment Advisory Group
California
$962K
SSG
1789
Summit Securities Group
New York
$959K
CFM
1790
Comprehensive Financial Management
California
$959K
PWMG
1791
Prestige Wealth Management Group
New Jersey
$958K
NWMG
1792
Nicholson Wealth Management Group
South Carolina
$958K
BCM
1793
Blume Capital Management
California
$957K
ATWA
1794
Arbor Trust Wealth Advisors
Michigan
$956K
ISL
1795
Ingalls & Snyder LLC
New York
$954K
HA
1796
Herold Advisors
New York
$953K
LFM
1797
LGT Fund Management
Liechtenstein
$952K
ILI
1798
Invesco LLC (Illinois)
Illinois
$951K
MWC
1799
MBM Wealth Consultants
Missouri
$951K
MAWA
1800
Moss Adams Wealth Advisors
Washington
$949K