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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
PPA
3001
Painted Porch Advisors
California
$47.1K
CMP
3002
Coston McIsaac & Partners
Maine
$47K
YAL
3003
Your Advocates Ltd
Texas
$46.8K
CPA
3004
Compass Planning Associates
Massachusetts
$46.3K
RBC
3005
Roble Belko & Company
Pennsylvania
$46K
BA
3006
Bellwether Advisors
Nebraska
$45.5K
BDPWM
3007
Barnes Dennig Private Wealth Management
Ohio
$44.6K
KTC
3008
Kentucky Trust Company
Kentucky
$44.6K
OWP
3009
ORG Wealth Partners
Texas
$43.7K
NMG
3010
New Millennium Group
Utah
$42.9K
VWA
3011
VSM Wealth Advisory
Maryland
$42.5K
M
3012
MOTCO
Texas
$42.2K
TCM
3013
TruNorth Capital Management
Michigan
$41.8K
VIS
3014
Vega Investment Solutions
France
$41.2K
CI
3015
Clal Insurance
Israel
$41K
WFG
3016
Wormser Freres Gestion
France
$39.9K
SO
3017
Sierra Ocean
California
$39.7K
T
3018
Tidemark
California
$39.3K
JEST
3019
JTC Employer Solutions Trustee
Jersey
$39K
RTC
3020
Riverview Trust Company
Washington
$39K
FNWA
3021
Financial Network Wealth Advisors
Utah
$39K
FDW
3022
Fourth Dimension Wealth
Ohio
$39K
GJIA
3023
Glass Jacobson Investment Advisors
Maryland
$38.4K
UBP
3024
Union Bancaire Privee
Switzerland
$38K
NWM
3025
Nova Wealth Management
Florida
$37.1K