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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
TPW
2526
Transatlantique Private Wealth
New York
$315K
CFS
2527
Commonwealth Financial Services
West Virginia
$314K
RWB
2528
RMR Wealth Builders
New Jersey
$314K
BW
2529
Balance Wealth
Ohio
$313K
Cohen & Steers
2530
Cohen & Steers
New York
$312K
PWAM
2531
Papamarkou Wellner Asset Management
New York
$312K
HC
2532
Hoese & Co
Minnesota
$312K
CG
2533
Clifford Group
Massachusetts
$311K
IC
2534
Iconiq Capital
California
$311K
FFG
2535
Fortress Financial Group
Minnesota
$311K
BFA
2536
Bill Few Associates
Pennsylvania
$310K
4A
2537
4Wealth Advisors
Illinois
$310K
SAF
2538
Smith Anglin Financial
Texas
$309K
CFAM
2539
Center For Asset Management
Florida
$309K
UB
2540
Umpqua Bank
Oregon
$309K
DWP
2541
Destiny Wealth Partners
Florida
$309K
MWA
2542
Monograph Wealth Advisors
California
$308K
EWS
2543
Eagle Wealth Strategies
New Jersey
$307K
PKC
2544
Palmer Knight Company
Florida
$307K
HPM
2545
Hoxton Planning & Management
West Virginia
$307K
JGGDR
2546
JGP Global Gestao de Recursos
Brazil
$307K
WA
2547
Whipplewood Advisors
Colorado
$306K
KOC
2548
Koss-Olinger Consulting
Florida
$306K
AF
2549
Aldebaran Financial
$305K
RCG
2550
Regatta Capital Group
California
$305K