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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
KB
3026
Kimelman & Baird
New York
$36.5K
RWA
3027
Redmont Wealth Advisors
Illinois
$35.9K
AT
3028
Avalon Trust
New Mexico
$35.2K
OAJ
3029
Ogorek Anthony Joseph
New York
$35K
DWA
3030
Delos Wealth Advisors
Texas
$34.3K
KG
3031
Kilter Group
New York
$34K
RAM
3032
Riggs Asset Management
Pennsylvania
$32.8K
SC
3033
Solstein Capital
California
$32.4K
RPA
3034
Redwood Park Advisors
California
$31.3K
HWM
3035
Horizons Wealth Management
North Carolina
$31.2K
ICM
3036
Islay Capital Management
Texas
$31.2K
APW
3037
Atlantic Private Wealth
North Carolina
$31.2K
LWA
3038
Lowe Wealth Advisors
Maryland
$31.1K
CM
3039
Capula Management
Cayman Islands
$29.9K
FRA
3040
Front Row Advisors
California
$29.9K
W
3041
WealthCollab
Washington
$29.3K
SHM
3042
Sagard Holdings Management
Ontario, Canada
$29.3K
ACM
3043
Aster Capital Management
United Arab Emirates
$29K
OLVIG
3044
Oliver Lagore Vanvalin Investment Group
Michigan
$28.8K
GG
3045
Gleason Group
Kentucky
$28.3K
DFA
3046
DHJJ Financial Advisors
Illinois
$27.4K
CIR
3047
Clear Investment Research
Georgia
$27.3K
CWM
3048
Cranbrook Wealth Management
Michigan
$27.1K
CWM
3049
Copia Wealth Management
Oregon
$25.9K
IWP
3050
IAG Wealth Partners
Wisconsin
$25K