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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
PFA
3051
Pillar Financial Advisors
Kentucky
$25K
LFASL
3052
Lugano Financial Advisors SA (LFA)
Switzerland
$25K
OBWP
3053
O'Brien Wealth Partners
Massachusetts
$24K
RWM
3054
Rialto Wealth Management
New York
$23.7K
GK
3055
Graney & King
New York
$23.2K
RTL
3056
Red Tortoise LLC
Georgia
$23.1K
EA
3057
Evolution Advisers
Virginia
$23K
ABWM
3058
Alpine Bank Wealth Management
Colorado
$22.1K
PWA
3059
Provenance Wealth Advisors
Florida
$21.5K
HIW
3060
Holos Integrated Wealth
Pennsylvania
$21.3K
SR
3061
Syntax Research
Florida
$20.9K
SRCM
3062
Signature Resources Capital Management
California
$20.9K
FWA
3063
Flagship Wealth Advisors
Massachusetts
$20.6K
MPW
3064
MASECO Private Wealth
$20.3K
PC
3065
Promus Capital
Illinois
$19.7K
HWA
3066
Heritage Wealth Advisors
Virginia
$19.5K
KHC
3067
Koesten Hirschmann & Crabtree
Kansas
$18.7K
BGA
3068
Battery Global Advisors
Massachusetts
$18.2K
EWM
3069
Evolution Wealth Management
Florida
$17.9K
SAS
3070
Spurstone Advisory Services
Connecticut
$17.8K
NCM
3071
Northwest Capital Management
Oregon
$17.8K
DMKJ
3072
David M. Knott Jr
$17.8K
HFM
3073
Harvest Fund Management
China
$17K
CMA
3074
Cedar Mountain Advisors
Oregon
$17K
HHGA
3075
Halbert Hargrove Global Advisors
California
$16.8K