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UnitedHealth

3,147 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,279 increasing their positions, 1,419 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

42% less capital invested

Capital invested by funds: $417B → $240B (-$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
3,147
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
IP
3376
Ignite Planners
California
BFS
3377
Bard Financial Services
Connecticut
WFMPM
3378
Woodley Farra Manion Portfolio Management
Indiana
SIL
3379
Severin Investments, LLC
Missouri
TGAM
3380
TBH Global Asset Management
Tennessee
WKSWA
3381
White Knight Strategic Wealth Advisors
New Jersey
CFMC
3382
Curbstone Financial Management Corp
New Hampshire
LWM
3383
Lyell Wealth Management
California
BWS
3384
Broadway Wealth Solutions
Texas
GSWA
3385
Good Steward Wealth Advisors
Tennessee
OFW
3386
Omnia Family Wealth
Florida
OWCM
3387
One Wealth Capital Management
Arizona
CC
3388
Cornerstone Capital
California
PFA
3389
Pathway Financial Advisors
Vermont
MCM
3390
Mendel Capital Management
Arkansas
OPCM
3391
Osborne Partners Capital Management
California
NICM
3392
Neo Ivy Capital Management
New York
TCM
3393
Tuttle Capital Management
Connecticut
DWG
3394
Darden Wealth Group
Michigan
PG
3395
Prostatis Group
Maryland
PWP
3396
Private Wealth Partners
California
AIM
3397
Alhambra Investment Management
Florida
CCAM
3398
Codex Capital Asset Management
Texas
CI
3399
Corient IA
Florida
DCM
3400
Dimension Capital Management
Florida