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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
WHCI
2826
W.H. Cornerstone Investments
Massachusetts
$207K
TS
2827
TradeWell Securities
Indiana
$207K
AA
2828
Aufman Associates
Pennsylvania
$207K
LFP
2829
Lakeshore Financial Planning
Michigan
$206K
OBWG
2830
Onyx Bridge Wealth Group
New York
$206K
TWM
2831
TCFG Wealth Management
California
$206K
RFW
2832
Rainier Family Wealth
Washington
$206K
DEM
2833
Disciplined Equity Management
Florida
$206K
MCM
2834
Morton Capital Management
California
$206K
OCPWS
2835
One Charles Private Wealth Services
Massachusetts
$205K
ONSWM
2836
Old North State Wealth Management
North Carolina
$205K
LWA
2837
Lifelong Wealth Advisors
Minnesota
$205K
MCCP
2838
Mission Creek Capital Partners
California
$205K
TFG
2839
Team Financial Group
California
$205K
OPA
2840
Old Port Advisors
Maine
$205K
DI
2841
DAGCO Inc
Ohio
$204K
SMF
2842
Scott Marsh Financial
Utah
$204K
BFO
2843
Biltmore Family Office
North Carolina
$204K
LC
2844
Landaas & Company
Wisconsin
$204K
HFS
2845
Hopwood Financial Services
Virginia
$204K
IDA
2846
Intelligence Driven Advisers
California
$203K
RA
2847
Rise Advisors
New York
$203K
MGAM
2848
McGowan Group Asset Management
Texas
$203K
AA
2849
Argent Advisors
Louisiana
$202K
SIA
2850
SGL Investment Advisors
Montana
$202K