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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
NI
2551
NCP Inc
California
$304K
SCA
2552
Stillwater Capital Advisors
Pennsylvania
$304K
LW
2553
Lauer Wealth
Indiana
$303K
CRWM
2554
Castle Rock Wealth Management
California
$302K
RG
2555
Renaissance Group
Kentucky
$302K
FHC
2556
First Heartland Consultants
Missouri
$301K
HWM
2557
Hemington Wealth Management
Virginia
$301K
UWPG
2558
Ullmann Wealth Partners Group
Florida
$301K
KFC
2559
Klingenstein Fields & Co
New York
$301K
CFP
2560
Curran Financial Partners
South Carolina
$300K
BFG
2561
Bouchey Financial Group
New York
$300K
RCP
2562
Rothschild Capital Partners
New York
$299K
JWA
2563
JFS Wealth Advisors
Pennsylvania
$299K
MWM
2564
Maripau Wealth Management
Indiana
$299K
SRC
2565
Sage Rhino Capital
California
$298K
FCMC
2566
Founders Capital Management (Connecticut)
Connecticut
$297K
ASG
2567
Ariston Services Group
California
$297K
ACP
2568
Argyle Capital Partners
California
$297K
CAM
2569
Chesapeake Asset Management
New York
$297K
GFPC
2570
Global Financial Private Client
Florida
$297K
VIP
2571
Vista Investment Partners
Oklahoma
$297K
NWA
2572
New World Advisors
Massachusetts
$296K
MP
2573
Moment Partners
California
$295K
SI
2574
Stonekeep Investments
New Mexico
$295K
VST
2575
Van Strum & Towne
California
$295K