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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
MWM
2776
Maridea Wealth Management
New York
$222K
MEG
2777
Millstone Evans Group
Colorado
$222K
AIA
2778
Accelerate Investment Advisors
California
$222K
MSA
2779
Marino Stram & Associates
Massachusetts
$222K
BO
2780
Bank OZK
Arkansas
$221K
AWAU
2781
Alliance Wealth Advisors (Utah)
Utah
$221K
FUBT
2782
First United Bank & Trust
Maryland
$221K
RWP
2783
Ridgecrest Wealth Partners
California
$221K
SWA
2784
Sax Wealth Advisors
New Jersey
$220K
LW
2785
Linscomb Wealth
Texas
$220K
FA
2786
Fountainhead AM
New Jersey
$220K
SIG
2787
Spinnaker Investment Group
California
$220K
WW
2788
Windle Wealth
Oklahoma
$220K
CFA
2789
Capstone Financial Advisors
Illinois
$220K
AFAS
2790
Acorn Financial Advisory Services
Virginia
$219K
HHRDM
2791
H&H Retirement Design & Management
Nevada
$218K
BFG
2792
Berger Financial Group
Minnesota
$218K
HWA
2793
HMV Wealth Advisors
Louisiana
$218K
MHC
2794
May Hill Capital
Massachusetts
$218K
MWM
2795
MBE Wealth Management
Wisconsin
$218K
HW
2796
HORAN Wealth
Ohio
$218K
LFS
2797
Littlejohn Financial Services
Oregon
$217K
PWM
2798
Provident Wealth Management
Tennessee
$216K
C
2799
Covestor
United Kingdom
$216K
IFO
2800
Independent Family Office
New York
$215K