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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
CCG
2501
Catalina Capital Group
California
$325K
LWL
2502
Leo Wealth LLC
Texas
$325K
GAM
2503
Grandview Asset Management
Pennsylvania
$324K
FCM
2504
Fogel Capital Management
Florida
$323K
WGC
2505
Watts Gwilliam & Co
Arizona
$323K
NCTC
2506
New Covenant Trust Company
Indiana
$322K
PAM
2507
PVG Asset Management
Colorado
$321K
LWM
2508
LongView Wealth Management
Georgia
$321K
UBV
2509
United Bank (Virginia)
Virginia
$321K
CC
2510
Chicago Capital
Illinois
$320K
SF
2511
SWP Financial
California
$320K
BSSFA
2512
Baron Silver Stevens Financial Advisors
Florida
$320K
OPWM
2513
Oregon Pacific Wealth Management
Oregon
$319K
NLP
2514
Next Level Private
New York
$319K
OIM
2515
Oder Investment Management
California
$318K
AMG
2516
Advisors Management Group
Wisconsin
$318K
BA
2517
Ballast Advisors
Minnesota
$318K
ACM
2518
Andina Capital Management
Utah
$317K
VCM
2519
Versant Capital Management
Arizona
$317K
FWA
2520
FSM Wealth Advisors
Ohio
$317K
BWM
2521
Baron Wealth Management
Michigan
$316K
NG
2522
Novem Group
New York
$316K
WFL
2523
Wealth Forward LLC
North Dakota
$316K
IA
2524
IMZ Advisory
Florida
$316K
TSWM
2525
Tyler-Stone Wealth Management
Ohio
$315K