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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
WDG
2726
Wealth Dimensions Group
Ohio
$236K
XPN
2727
XY Planning Network
Montana
$235K
PFS
2728
Prospect Financial Services
New York
$235K
LAS
2729
LWM Advisory Services
Florida
$234K
ML
2730
Mayport LLC
Massachusetts
$234K
ACM
2731
Ascent Capital Management
Oregon
$234K
PSFG
2732
Park Square Financial Group
Georgia
$234K
TI
2733
Truepoint Inc
Ohio
$233K
CWG
2734
Crown Wealth Group
North Carolina
$233K
LGG
2735
Luts & Greenleigh Group
Maryland
$233K
CF
2736
Clarity Financial
Texas
$233K
SFPG
2737
Stonebridge Financial Planning Group
Florida
$232K
BTWM
2738
Brass Tax Wealth Management
Ohio
$232K
AA
2739
Alesco Advisors
New York
$232K
WIM
2740
Warwick Investment Management
Texas
$231K
LTI
2741
Laffer Tengler Investments
Tennessee
$231K
WW
2742
Westshore Wealth
California
$231K
TBT
2743
Texas Bank & Trust
Texas
$231K
AWMG
2744
Alliance Wealth Management Group
New Jersey
$231K
GA
2745
Goldstein Advisors
Wisconsin
$230K
EBA
2746
Eagle Bay Advisors
New York
$230K
WRPWM
2747
Werba Rubin Papier Wealth Management
California
$230K
LWM
2748
Liberty Wealth Management
California
$230K
BRM
2749
Boston Research & Management
Massachusetts
$230K
CA
2750
Crumly & Associates
Illinois
$230K