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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
BWP
2676
Balboa Wealth Partners
Arizona
$253K
GIP
2677
Greatmark Investment Partners
Georgia
$253K
EPP
2678
ETF Portfolio Partners
Kansas
$252K
CFP
2679
Cascade Financial Partners
California
$252K
PRP
2680
Peak Retirement Planning
Ohio
$252K
FMP
2681
Financial Management Professionals
Texas
$251K
PWM
2682
PBMares Wealth Management
Virginia
$250K
AWA
2683
Aletheian Wealth Advisors
Washington
$250K
CAG
2684
Centerpoint Advisory Group
Kansas
$249K
WIA
2685
Wetzel Investment Advisors
Indiana
$249K
SAM
2686
Strategy Asset Managers
California
$249K
ITIM
2687
Indiana Trust & Investment Management
Indiana
$249K
HDIM
2688
Hanson & Doremus Investment Management
Vermont
$248K
ACM
2689
Argent Capital Management
Missouri
$247K
SL
2690
Sentinus LLC
Illinois
$247K
CTWM
2691
Cherry Tree Wealth Management
Minnesota
$247K
BGAI
2692
Bruce G. Allen Investments
Colorado
$246K
SC
2693
SummitTX Capital
Texas
$246K
AGWCA
2694
Annis Gardner Whiting Capital Advisors
Florida
$246K
FVWA
2695
Foster Victor Wealth Advisors
South Carolina
$245K
KC
2696
Kinloch Capital
Virginia
$244K
BAM
2697
Byrne Asset Management
New Jersey
$244K
KPWG
2698
KFA Private Wealth Group
Virginia
$244K
LIA
2699
Lynx Investment Advisory
District of Columbia
$243K
WHG
2700
Westwood Holdings Group
Texas
$243K