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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
AFG
2476
Altiora Financial Group
Ohio
$336K
HAM
2477
Harmony Asset Management
Arizona
$335K
VNA
2478
Valley National Advisers
Pennsylvania
$335K
BFC
2479
Bedel Financial Consulting
Indiana
$335K
HFS
2480
Heritage Financial Services
Massachusetts
$334K
QPWM
2481
Quadrant Private Wealth Management
Pennsylvania
$333K
PPW
2482
Pasadena Private Wealth
California
$333K
EAM
2483
Evanson Asset Management
California
$332K
THL
2484
Tillman Hartley LLC
Colorado
$332K
BRWM
2485
Blue Rock Wealth Management
North Carolina
$332K
MCP
2486
Mirador Capital Partners
California
$330K
WP
2487
Westmount Partners
California
$330K
HAM
2488
Hickory Asset Management
Ohio
$329K
MWS
2489
MFA Wealth Services
California
$329K
IIA
2490
Integral Investment Advisors
California
$329K
DDPIC
2491
Deroy & Devereaux Private Investment Counsel
Michigan
$328K
EP
2492
Elkhorn Partners
Nebraska
$328K
TNB
2493
Thomasville National Bank
Georgia
$327K
KLI
2494
Kelman-Lazarov Inc
Tennessee
$327K
BMC
2495
Benin Management Corp
Connecticut
$327K
IHWM
2496
Iron Horse Wealth Management
Iowa
$327K
SAM
2497
Seelaus Asset Management
New Jersey
$327K
BFWA
2498
Benchmark Financial Wealth Advisors
Florida
$326K
EL
2499
EWA LLC
Pennsylvania
$326K
QP
2500
Quartz Partners
New York
$325K