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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
FCB
3451
First County Bank
Connecticut
MFA
3452
Morling Financial Advisors
California
CWM
3453
Cherrydale Wealth Management
New Jersey
CWM
3454
Concentrum Wealth Management
California
RMCM
3455
Reynders McVeigh Capital Management
Massachusetts
IIM
3456
Ipswich Investment Management
Massachusetts
CA
3457
CSM Advisors
Pennsylvania
SFS
3458
Symphony Financial Services
Ohio
EWM
3459
Elevatus Welath Management
New York
BMA
3460
Brooks Moore & Associates
Tennessee
CNBOF
3461
City National Bank of Florida
Florida
TA
3462
Tectonic Advisors
Texas
HC
3463
Hamilton Capital
Ohio
BWA
3464
BlueSky Wealth Advisors
North Carolina
HA
3465
Harfst & Associates
Wyoming
BPFA
3466
Barnes Pettey Financial Advisors
Mississippi
BCM
3467
Bayesian Capital Management
New York
NWM
3468
Northwest Wealth Management
Iowa
FSA
3469
Fort Sheridan Advisors
Illinois
TC
3470
Trilogy Capital
California
WWM
3471
Waterway Wealth Management
Texas
MAM
3472
Milestone Asset Management
Pennsylvania
RFA
3473
RTD Financial Advisors
Pennsylvania
PCA
3474
Purkiss Capital Advisors
Connecticut
VWMG
3475
Virginia Wealth Management Group
Virginia