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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
CB
2876
Centennial Bank
Arkansas
$170K
APW
2877
Acima Private Wealth
Virginia
$168K
CAM
2878
Costello Asset Management
Pennsylvania
$165K
AFG
2879
Albion Financial Group
Utah
$162K
ACA
2880
American Capital Advisory
Idaho
$162K
HFS
2881
Horizon Financial Services
North Carolina
$160K
RI
2882
Ridgewood Investments
New Jersey
$159K
SIC
2883
SJS Investment Consulting
Ohio
$159K
YP
2884
YANKCOM Partnership
South Dakota
$159K
DWA
2885
Dougherty Wealth Advisers
Minnesota
$159K
LWMI
2886
Legacy Wealth Management (Idaho)
Idaho
$159K
LIS
2887
Legacy Investment Solutions
Idaho
$159K
FGC
2888
Financial Gravity Companies
Texas
$156K
O
2889
Ossiam
France
$156K
AP
2890
Atwood & Palmer
Missouri
$155K
WOSD
2891
WFA of San Diego
California
$152K
GC
2892
Garde Capital
Washington
$151K
CWM
2893
Centricity Wealth Management
Ohio
$148K
PGAM
2894
Princeton Global Asset Management
New Jersey
$148K
PWA
2895
Physician Wealth Advisors
Utah
$147K
MLA
2896
MB, Levis & Associates
Pennsylvania
$146K
AA
2897
Addison Advisors
Vermont
$146K
BFP
2898
Briaud Financial Planning
Texas
$145K
LC
2899
Luminist Capital
Michigan
$144K
MAM
2900
Meeder Asset Management
Ohio
$139K