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
AI
2176
Atom Investors
Texas
$521K
WA
2177
Waddell & Associates
Tennessee
$521K
HPIA
2178
Hamilton Point Investment Advisors
North Carolina
$521K
CAS
2179
Coppell Advisory Solutions
Texas
$521K
VT
2180
Volterra Technologies
New York
$521K
BFS
2181
BridgePort Financial Solutions
Iowa
$521K
AAB
2182
ABN AMRO Bank
Netherlands
$520K
NRC
2183
New Republic Capital
North Carolina
$519K
AWA
2184
AGH Wealth Advisors
Kansas
$518K
RC
2185
Rovin Capital
Arizona
$518K
AWM
2186
AllSquare Wealth Management
New York
$517K
CL
2187
CLG LLC
California
$516K
CIA
2188
Cape Investment Advisory
Georgia
$516K
PW
2189
PUREfi Wealth
Massachusetts
$516K
SPWG
2190
Sage Private Wealth Group
Illinois
$515K
SC
2191
Steph & Co
Wisconsin
$514K
VCM
2192
Virtue Capital Management
Tennessee
$513K
DSA
2193
Droms Strauss Advisors
Missouri
$513K
SWG
2194
Summit Wealth Group
Vermont
$513K
TF
2195
Tudor Financial
Ohio
$513K
HT
2196
Headlands Technologies
Illinois
$511K
LI
2197
LRI Investments
Florida
$511K
IWM
2198
Iams Wealth Management
Nebraska
$511K
PWG
2199
Portside Wealth Group
Utah
$510K
CLOS
2200
Compagnie Lombard Odier SCmA
Switzerland
$510K