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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
WPW
2576
Waldron Private Wealth
Pennsylvania
$295K
CG
2577
Clarus Group
Texas
$294K
BFS
2578
Burr Financial Services
California
$293K
LODC
2579
Lanham O'Dell & Company
West Virginia
$293K
DWM
2580
Darwin Wealth Management
Florida
$293K
MFG
2581
Midwest Financial Group
Kansas
$293K
II
2582
Impact Investors
California
$293K
SWRP
2583
Summit Wealth & Retirement Planning
California
$292K
NHT
2584
New Hampshire Trust
New Hampshire
$292K
PCM
2585
Perritt Capital Management
Illinois
$292K
AA
2586
Auxano Advisors
Washington
$291K
SPFA
2587
Summit Place Financial Advisors
New Jersey
$291K
CYG
2588
Clean Yield Group
Vermont
$290K
SFC
2589
Swisher Financial Concepts
Ohio
$290K
IA
2590
Insight Advisors
Pennsylvania
$290K
BMC
2591
Beaton Management Company
Massachusetts
$290K
WCG
2592
Weaver Consulting Group
California
$290K
MWA
2593
MN Wealth Advisors
Kansas
$290K
RWI
2594
Red Wave Investments
Pennsylvania
$289K
CL
2595
COWA LLC
Oklahoma
$289K
AF
2596
Atala Financial
California
$289K
CFD
2597
Creative Financial Designs
Indiana
$288K
OFG
2598
Oxford Financial Group
Indiana
$288K
NECFA
2599
New England Capital Financial Advisors
Connecticut
$288K
LFG
2600
Lockerman Financial Group
California
$288K