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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
ACP
3576
Aveo Capital Partners
Colorado
SCM
3577
Saxony Capital Management
Missouri
RBFC
3578
Roman Butler Fullerton & Co
Missouri
WCP
3579
Wick Capital Partners
Pennsylvania
AAS
3580
AdviceOne Advisory Services
Connecticut
GPW
3581
Genesis Private Wealth
Virginia
ES
3582
Eagle Strategies
New York
DWM
3583
Destination Wealth Management
California
LAM
3584
Lakewood Asset Management
Illinois
WCM
3585
Wealthcare Capital Management
Virginia
CWA
3586
Clarity Wealth Advisors
California
NPT
3587
Nixon Peabody Trust
Massachusetts
HOWA
3588
Heritage Oak Wealth Advisors
Florida
IAG
3589
Investment Advisory Group
Massachusetts
WAS
3590
Wealth Advisory Solutions
Indiana
CCM
3591
Crew Capital Management
Ohio
EIA
3592
Edgemoor Investment Advisors
Maryland
VBWMG
3593
Von Berge Wealth Management Group
California
LF
3594
LifeSteps Financial
California
KFS
3595
Kaizen Financial Strategies
California
DFP
3596
Defined Financial Planning
California
HFRG
3597
Houlihan Financial Resource Group
Virginia
DFG
3598
Dynamic Financial Group
Iowa
CFGA
3599
Cambridge Financial Group (Arizona)
Arizona
JBW
3600
Journey Beyond Wealth
Georgia