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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
RPGNY
2701
Retirement Planning Group (New York)
New York
$243K
KAM
2702
Knightsbridge Asset Management
California
$243K
GA
2703
GSG Advisors
New Jersey
$242K
HBCM
2704
Heron Bay Capital Management
Michigan
$242K
BWP
2705
Bernardo Wealth Planning
Pennsylvania
$242K
FWM
2706
Finer Wealth Management
Massachusetts
$241K
AWM
2707
Ariadne Wealth Management
California
$241K
GFM
2708
GEN Financial Management
Minnesota
$241K
MFF
2709
Michels Family Financial
Texas
$241K
LSA
2710
Lansing Street Advisors
Pennsylvania
$241K
PWM
2711
Purus Wealth Management
California
$240K
TFA
2712
Tobias Financial Advisors
Florida
$240K
ASC
2713
Atalanta Sosnoff Capital
New York
$239K
SFB
2714
STAR Financial Bank
Indiana
$239K
CGFA
2715
Colton Groome Financial Advisors
North Carolina
$239K
SCG
2716
Sonata Capital Group
Washington
$239K
FPW
2717
Fairvoy Private Wealth
Alabama
$239K
EB
2718
Exchange Bank
California
$238K
CC
2719
Climber Capital
Switzerland
$238K
BWM
2720
BlackDiamond Wealth Management
New York
$238K
QWM
2721
Quaker Wealth Management
New Jersey
$237K
PHWM
2722
Pine Harbor Wealth Management
Maryland
$237K
CNTOF
2723
Canandaigua National Trust of Florida
New York
$236K
WDA
2724
Wendell David Associates
New Hampshire
$236K
TCM
2725
Towercrest Capital Management
Pennsylvania
$236K