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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
SAA
2751
Southeast Asset Advisors
Georgia
$230K
FA
2752
Forefront Analytics
Pennsylvania
$229K
NWWA
2753
New Wave Wealth Advisors
Arkansas
$229K
AFM
2754
Abbot Financial Management
Massachusetts
$228K
RLIM
2755
Red Lighthouse Investment Management
New York
$228K
KWS
2756
Keystone Wealth Services
California
$228K
WMA
2757
Wealth Management Associates
New Jersey
$228K
CWA
2758
Continuum Wealth Advisors
New York
$228K
HPC
2759
Hobart Private Capital
North Carolina
$228K
AWM
2760
Atticus Wealth Management
Florida
$228K
CG
2761
Corundum Group
Colorado
$227K
KCP
2762
Kera Capital Partners
California
$227K
GC
2763
Grange Capital
Oregon
$227K
FCIM
2764
Fairview Capital Investment Management
California
$226K
CIG
2765
Cascade Investment Group
Colorado
$226K
AIA
2766
Arbor Investment Advisors
North Carolina
$226K
HIM
2767
Hanlon Investment Management
New Jersey
$226K
PTC
2768
Philadelphia Trust Company
Pennsylvania
$225K
AW
2769
Alteri Wealth
California
$224K
IAMOG
2770
Investors Asset Management of Georgia
Georgia
$224K
BSHC
2771
Breed's Hill Capital
Massachusetts
$224K
AWM
2772
Alterna Wealth Management
Texas
$224K
JWM
2773
JGP Wealth Management
Oregon
$223K
BBA
2774
Braun-Bostich & Associates
Pennsylvania
$223K
AA
2775
AJ Advisors
Tennessee
$223K