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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
SWM
3501
Seed Wealth Management
Illinois
D
3502
Dentgroup
Louisiana
AIMC
3503
Alley Investment Management Company
Illinois
PA
3504
Probity Advisors
Texas
CWA
3505
CJM Wealth Advisers
Virginia
MAG
3506
M3 Advisory Group
Massachusetts
CST
3507
Charles Schwab Trust
Nevada
FCA
3508
Fortis Capital Advisors
Kansas
CAM
3509
Covenant Asset Management
New Jersey
SFM
3510
Signet Financial Management
New Jersey
YCG
3511
Yeomans Consulting Group
Georgia
ZF
3512
Zhang Financial
Michigan
KBFS
3513
Kohmann Bosshard Financial Services
Ohio
GSIS
3514
Global Strategic Investment Solutions
Arizona
IWM
3515
Integris Wealth Management
California
WA
3516
WBH Advisory
Maryland
HA
3517
Helium Advisors
Washington
OPWM
3518
Oakwell Private Wealth Management
Texas
CCM
3519
Coerente Capital Management
Ontario, Canada
SGWM
3520
Sterling Group Wealth Management
California
SWM
3521
SK Wealth Management
Rhode Island
WSWA
3522
Warren Street Wealth Advisors
California
GAM
3523
Gemmer Asset Management
California
OFS
3524
Oldfather Financial Services
Nebraska
MTC
3525
McDaniel Terry & Co
Texas