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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
JHC
3476
J. Hagan Capital
Kentucky
SFS
3477
Sharp Financial Services
Pennsylvania
EFG
3478
Elm3 Financial Group
Georgia
SSWM
3479
Strait & Sound Wealth Management
California
LIM
3480
Lathrop Investment Management
Arkansas
Winslow Capital Management
3481
Winslow Capital Management
Minnesota
VCP
3482
Vista Capital Partners
Oregon
SA
3483
Stewardship Advisors
Pennsylvania
WJA
3484
Willis Johnson & Associates
Texas
WAM
3485
Walker Asset Management
Missouri
EWM
3486
Endowment Wealth Management
Wisconsin
CWMS
3487
Cannon Wealth Management Services
North Carolina
NI
3488
NDVR Inc
Massachusetts
HCM
3489
Hall Capital Management
Rhode Island
WPW
3490
Watershed Private Wealth
Illinois
MWM
3491
MinichMacGregor Wealth Management
New York
NAM
3492
NTV Asset Management
West Virginia
CPRC
3493
Consolidated Portfolio Review Corp
New York
WCWM
3494
Wooster Corthell Wealth Management
Connecticut
RFG
3495
Range Financial Group
Oregon
IAP
3496
Indie Asset Partners
Indiana
PCP
3497
Panoramic Capital Partners
Oregon
RRWA
3498
Rainey & Randall Wealth Advisors
Florida
NG
3499
Northstar Group
New York
MM
3500
MQS Management
New York