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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
GPW
3401
Gentry Private Wealth
Kansas
SFS
3402
Security Financial Services
Indiana
SICM
3403
Sustainable Insight Capital Management
New York
IFPG
3404
Intrepid Financial Planning Group
Indiana
CWA
3405
Canvas Wealth Advisors
Kansas
TWP
3406
Tower Wealth Partners
Pennsylvania
SPI
3407
Sutton Place Investors
New York
WCM
3408
Washburn Capital Management
Florida
AWCI
3409
Alpine Woods Capital Investors
New York
FCM
3410
Fortis Capital Management
Washington
SCA
3411
Sandy Cove Advisors
Massachusetts
OAS
3412
Optivise Advisory Services
Tennessee
SW
3413
StrongBox Wealth
Missouri
TAM
3414
Townsend Asset Management
North Carolina
WCF
3415
West Coast Financial
California
WIA
3416
Wealthedge Investment Advisors
New York
PD
3417
Planning Directions
Pennsylvania
CWA
3418
Centennial Wealth Advisory
Michigan
AAMC
3419
Asset Allocation & Management Company
Illinois
IWP
3420
Innova Wealth Partners
Pennsylvania
GIA
3421
Guyasuta Investment Advisors
Pennsylvania
BBP
3422
Banco BTG Pactual
Brazil
WWG
3423
West Wealth Group
California
EL
3424
Essex LLC
Illinois
EWA
3425
Etesian Wealth Advisors
Oregon