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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
JPWM
1926
Jamison Private Wealth Management
Georgia
$776K
PWA
1927
Prairie Wealth Advisors
Nebraska
$773K
CNBT
1928
Canandaigua National Bank & Trust
New York
$773K
GCM
1929
Generation Capital Management
New York
$771K
NAS
1930
NWF Advisory Services
California
$770K
OL
1931
OneFund LLC
Florida
$767K
WCA
1932
Westover Capital Advisors
Delaware
$767K
CIC
1933
Cornercap Investment Counsel
Georgia
$767K
NJIM
1934
Nabity-Jensen Investment Management
Nebraska
$764K
KFG
1935
Kingdom Financial Group
Arizona
$762K
1W
1936
1776 Wealth
Georgia
$761K
RFS
1937
Richardson Financial Services
Massachusetts
$761K
EAM
1938
Empirical Asset Management
Massachusetts
$760K
KCM
1939
Kanawha Capital Management
Virginia
$759K
FIM
1940
Freedom Investment Management
Connecticut
$758K
CP
1941
Camelot Portfolios
Ohio
$753K
SPF
1942
South Plains Financial
Texas
$752K
CP
1943
Clarendon Private
Massachusetts
$749K
QWP
1944
Quotient Wealth Partners
Texas
$749K
VCM
1945
Vivaldi Capital Management
Illinois
$747K
UCI
1946
Uncommon Cents Investing
Wisconsin
$747K
GKFF
1947
George Kaiser Family Foundation
Oklahoma
$747K
TIA
1948
Tiemann Investment Advisors
California
$746K
EWM
1949
EPG Wealth Management
Georgia
$746K
HCM
1950
Highview Capital Management
Illinois
$745K