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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
KSB
2901
Kennebec Savings Bank
Maine
$137K
BIA
2902
Bell Investment Advisors
California
$137K
FFL
2903
Financial Freedom LLC
Ohio
$136K
IWM
2904
IMG Wealth Management
Florida
$135K
T
2905
Transce3nd
Texas
$134K
FFO
2906
Fortitude Family Office
Arizona
$132K
A
2907
AlphaQuest
New York
$131K
HWM
2908
HighMark Wealth Management
Minnesota
$130K
WPA
2909
Wealth Preservation Advisors
Tennessee
$127K
BCMLT
2910
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K
TFM
2911
TFC Financial Management
Massachusetts
$122K
BI
2912
Binnacle Investments
Iowa
$119K
TIM
2913
Tortoise Investment Management
New York
$117K
HC
2914
Hara Capital
Washington
$117K
USB
2915
Union Savings Bank
Connecticut
$117K
FCT
2916
First Community Trust
Iowa
$116K
KFP
2917
Keener Financial Planning
Texas
$116K
MSWM
2918
Mowery & Schoenfeld Wealth Management
Illinois
$114K
MC
2919
Montag & Caldwell
Georgia
$114K
TWD
2920
True Wealth Design
Ohio
$113K
PS
2921
Pinney & Scofield
Massachusetts
$113K
WSC
2922
Wellington Shields & Co
New York
$113K
BT
2923
Banque Transatlantique
France
$113K
PWMG
2924
Private Wealth Management Group
New Jersey
$110K
FCMT
2925
Founders Capital Management (Texas)
Texas
$109K