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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
CIG
2651
Cairn Investment Group
Washington
$262K
ECM
2652
Exchange Capital Management
Michigan
$261K
LWCFA
2653
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$260K
PCA
2654
PMV Capital Advisers
Texas
$260K
FCM
2655
FJ Capital Management
Virginia
$260K
FFC
2656
Frederick Financial Consultants
Maryland
$260K
FA
2657
FDx Advisors
Illinois
$260K
HWM
2658
Horizon Wealth Management
Illinois
$259K
FFBTD
2659
First Financial Bank - Trust Division
Ohio
$259K
4WM
2660
4J Wealth Management
Virginia
$259K
CA
2661
Carson Advisory
Georgia
$258K
ISFAN
2662
Investor's Fiduciary Advisor Network
Washington
$258K
CA
2663
CapWealth Advisors
Tennessee
$258K
KFA
2664
Krane Funds Advisors
New York
$258K
GCIA
2665
Gabelli & Co Investment Advisers
New York
$257K
TW
2666
Traveka Wealth
California
$257K
WCFA
2667
Walkner Condon Financial Advisors
Wisconsin
$256K
FFG
2668
Fiduciary Financial Group
California
$256K
SFG
2669
Seamount Financial Group
Colorado
$255K
MIM
2670
MTM Investment Management
South Carolina
$255K
CFC
2671
Coyle Financial Counsel
Illinois
$255K
SFCL
2672
Strengthening Families & Communities LLC
Massachusetts
$254K
NIWA
2673
New Insight Wealth Advisors
California
$254K
FC
2674
Financial Council
Maryland
$253K
KRW
2675
Kaufman Rossin Wealth
Florida
$253K