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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
BFA
2451
Benedict Financial Advisors
Georgia
$343K
WCM
2452
Wellington Capital Management
Maryland
$342K
NFP
2453
Narus Financial Partners
Utah
$342K
TBC
2454
Tweedy, Browne Co
Connecticut
$342K
JWM
2455
Jeppson Wealth Management
California
$340K
HWM
2456
HFR Wealth Management
New York
$340K
CCMT
2457
CMT Capital Markets Trading
Germany
$340K
LWM
2458
LeConte Wealth Management
Tennessee
$340K
AB
2459
Atlas Brown
Kentucky
$340K
EA
2460
Emerald Advisors
Washington
$340K
HBS
2461
Howard Bailey Securities
Indiana
$339K
AWM
2462
Aries Wealth Management
Maine
$339K
EBSAM
2463
Eubel Brady & Suttman Asset Management
Ohio
$339K
SIM
2464
Sims Investment Management
Ohio
$339K
WPC
2465
White Pine Capital
Minnesota
$339K
GCA
2466
Genesee Capital Advisors
New York
$339K
VC
2467
Veracity Capital
Georgia
$338K
OPWM
2468
Oxinas Partners Wealth Management
Indiana
$338K
AWM
2469
Angeles Wealth Management
California
$338K
DMBA
2470
Deseret Mutual Benefit Administrators
Utah
$338K
EWA
2471
Evolution Wealth Advisors
Florida
$338K
FAG
2472
Fortitude Advisory Group
Washington
$337K
NFTC
2473
North Forty Two & Co
Oregon
$337K
PHAM
2474
Palisades Hudson Asset Management
Florida
$337K
WWC
2475
Waypoint Wealth Counsel
Georgia
$337K