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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
FFA
2626
Fi3 Financial Advisors
Indiana
$277K
CWA
2627
Consilio Wealth Advisors
Washington
$277K
FTA
2628
Financial & Tax Architects
Missouri
$275K
CWA
2629
Capital Wealth Alliance
Arizona
$275K
AFG
2630
Allegheny Financial Group
Pennsylvania
$275K
LSC
2631
Lesa Sroufe & Co
Washington
$274K
FCM
2632
Fourpath Capital Management
Oklahoma
$273K
TC
2633
TwinBeech Capital
New York
$273K
ADMI
2634
Albert D. Mason Inc
Massachusetts
$272K
LIA
2635
LBMC Investment Advisors
Tennessee
$271K
EWS
2636
Evergreen Wealth Solutions
Pennsylvania
$271K
WTA
2637
Washington Trust Advisors
Massachusetts
$270K
BW
2638
BIP Wealth
Georgia
$269K
GWAM
2639
Guardian Wealth Advisors (Minnesota)
Minnesota
$268K
JAM
2640
Jupiter Asset Management
United Kingdom
$268K
FG
2641
Foster Group
Iowa
$265K
BHIA
2642
Birch Hill Investment Advisors
Massachusetts
$265K
GAM
2643
Gould Asset Management
California
$265K
JWS
2644
Juncture Wealth Strategies
Arizona
$265K
RA
2645
Ransom Advisory
Rhode Island
$264K
FPL
2646
Fortress Private Ledger
North Carolina
$264K
APW
2647
Aurora Private Wealth
New Jersey
$263K
ODIJL
2648
One Day In July LLC
Vermont
$262K
CVM
2649
Cheviot Value Management
California
$262K
CPC
2650
Consolidated Planning Corp
Georgia
$262K