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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
QP
2851
Quilter Plc
United Kingdom
$202K
RMC
2852
Ring Mountain Capital
California
$202K
IPWA
2853
International Private Wealth Advisors
California
$202K
CPSC
2854
Carl P. Sherr & Co
Massachusetts
$201K
EF
2855
Exeter Financial
Arizona
$201K
BC
2856
Brio Consultants
California
$201K
IFPL
2857
Investments & Financial Planning LLC
Kentucky
$200K
OW
2858
Olistico Wealth
Oklahoma
$199K
RDFA
2859
Ritter Daniher Financial Advisory
Ohio
$199K
SN
2860
Sittner & Nelson
Oregon
$199K
NOI
2861
Newton One Investments
Delaware
$192K
FFA
2862
Frazier Financial Advisors
Ohio
$191K
SHIM
2863
Stone House Investment Management
Pennsylvania
$190K
RF
2864
Rossby Financial
Florida
$190K
GLF
2865
Groupe la Francaise
France
$185K
GCM
2866
Gladius Capital Management
Illinois
$180K
POIA
2867
Pin Oak Investment Advisors
Texas
$179K
TFGT
2868
TS Financial Group (TSFG)
Illinois
$179K
WA
2869
WPG Advisers
Maryland
$178K
TWA
2870
TCI Wealth Advisors
Arizona
$177K
BWL
2871
Bogart Wealth LLC
Virginia
$173K
VWWMG
2872
Vermillion & White Wealth Management Group
Pennsylvania
$172K
TC
2873
Truvestments Capital
Florida
$172K
OPTFSNA
2874
Old Point Trust & Financial Services N A
Virginia
$172K
MWM
2875
Mascoma Wealth Management
New Hampshire
$171K