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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
IA
3101
IFS Advisors
Kansas
$10.5K
CFG
3102
Chapman Financial Group
Hawaii
$10.3K
FG
3103
Fairman Group
Pennsylvania
$10.3K
CFS
3104
Compass Financial Services
Iowa
$9.67K
MBFW
3105
Morton Brown Family Wealth
Pennsylvania
$9.67K
CW
3106
Curio Wealth
Maryland
$9.35K
ACM
3107
Anfield Capital Management
California
$8.73K
JFG
3108
JDM Financial Group
Texas
$8.11K
GGI
3109
Godsey & Gibb Inc
Virginia
$7.8K
MDA
3110
Minot DeBlois Advisors
Massachusetts
$7.8K
ATC
3111
Advantage Trust Company
Kansas
$7.8K
LFA
3112
LGT Financial Advisors
Texas
$7.23K
BAM
3113
Bellevue Asset Management
Washington
$6.86K
EWA
3114
EQ Wealth Advisors
Texas
$6.86K
BCPWM
3115
Bradley & Co Private Wealth Management
Florida
$6.55K
1NWS
3116
1 North Wealth Services
Maryland
$6.24K
CWM
3117
Cedar Wealth Management
California
$6.03K
WCM
3118
Westend Capital Management
California
$5.93K
PS
3119
PayPay Securities
Japan
$5.93K
PIS
3120
POM Investment Strategies
North Carolina
$5.62K
GAG
3121
Goodman Advisory Group
Massachusetts
$5.62K
CJH
3122
Christopher J. Hasenberg
Wisconsin
$5.3K
BGC
3123
Beutel, Goodman & Co
Ontario, Canada
$5K
CMBA
3124
C.M. Bidwell & Associates
Hawaii
$4.99K
ITFISA
3125
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.99K