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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
HFS
2976
Hughes Financial Services
Virginia
$64.1K
SGC
2977
Slocum, Gordon & Co
Rhode Island
$62.4K
SIS
2978
Strategic Investment Solutions
Illinois
$62.4K
RWS
2979
Retirement Wealth Solutions
Wisconsin
$62.1K
HHMI
2980
Howard Hughes Medical Institute
Maryland
$61.8K
RFG
2981
REAP Financial Group
Texas
$61.8K
DAM
2982
Delta Asset Management
Tennessee
$60.2K
PA
2983
Pineridge Advisors
Missouri
$59.6K
EWP
2984
Elevation Wealth Partners
California
$59K
BHWM
2985
Bay Harbor Wealth Management
Maryland
$59K
VC
2986
Vestor Capital
Illinois
$58K
MSWA
2987
Marshall & Sterling Wealth Advisors
New York
$57.2K
CAWM
2988
Capital A Wealth Management
Pennsylvania
$56.9K
MFG
2989
Mendota Financial Group
Wisconsin
$56.2K
BHWM
2990
Beaird Harris Wealth Management
Texas
$54.6K
VWM
2991
Vermillion Wealth Management
Minnesota
$54.2K
NC
2992
North Capital
Utah
$52.1K
EPW
2993
Evergreen Private Wealth
Colorado
$51.8K
CGA
2994
Compound Global Advisors
Washington
$50.5K
VWA
2995
Valued Wealth Advisors
Utah
$50.2K
TIM
2996
Total Investment Management
Arizona
$50K
EPAM
2997
Evelyn Partners Asset Management
$48.7K
CCMI
2998
Creative Capital Management Investments
California
$48.7K
SA
2999
Scarborough Advisors
Maryland
$48.1K
CFP
3000
Comprehensive Financial Planning
Pennsylvania
$47.3K