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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
GWM
2601
Gibbs Wealth Management
Georgia
$286K
LI
2602
Lafayette Investments
Maryland
$286K
PIM
2603
Platinum Investment Management
Australia
$286K
CSC
2604
Caldwell Sutter Capital
California
$285K
SDAM
2605
Shulman DeMeo Asset Management
New York
$285K
TWA
2606
Tandem Wealth Advisors
Arizona
$285K
AWM
2607
Act Wealth Management
Texas
$285K
MC
2608
Matisse Capital
Oregon
$284K
CHA
2609
Cooper/Haims Advisors
New York
$283K
ACM
2610
AlphaStar Capital Management
North Carolina
$283K
KOMWMG
2611
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$282K
OCG
2612
Opus Capital Group
Ohio
$282K
1WA
2613
180 Wealth Advisors
Washington
$282K
SAM
2614
Satovsky Asset Management
New York
$282K
LF
2615
Lantz Financial
Illinois
$281K
SIM
2616
SSI Investment Management
California
$281K
HWMC
2617
Heritage Wealth Management (California)
California
$281K
FWI
2618
Facet Wealth Inc
Maryland
$280K
GSWM
2619
Golden State Wealth Management
California
$280K
PGF
2620
Plan Group Financial
Oklahoma
$279K
GSIAS
2621
Garden State Investment Advisory Services
New Jersey
$279K
BWA
2622
BlueChip Wealth Advisors
Georgia
$278K
SI
2623
Seeds Investor
New York
$278K
BMO
2624
Beck Mack & Oliver
New York
$277K
BP
2625
BBR Partners
New York
$277K