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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
PPWM
3601
Perissos Private Wealth Management
Oklahoma
HWA
3602
Heartwood Wealth Advisors
Virginia
WCWM
3603
Willow Creek Wealth Management
California
PBC
3604
Pavion Blue Capital
California
BA
3605
Ballew Advisors
Mississippi
CF
3606
Convergence Financial
Missouri
TFG
3607
Taylor Financial Group
Virginia
XWM
3608
Xcel Wealth Management
Florida
SAMT
3609
Select Asset Management & Trust
Pennsylvania
WBG
3610
Wharton Business Group
Pennsylvania
IWN
3611
Independent Wealth Network
Iowa
MF
3612
Meridian Financial
Massachusetts
HGA
3613
Hobbs Group Advisors
South Carolina
ICA
3614
Infrastructure Capital Advisors
New York
PCA
3615
Peddock Capital Advisors
Massachusetts
AGP
3616
Autumn Glory Partners
Texas
UOC
3617
University of Chicago
Illinois
SM
3618
Samjo Management
New York
CWA
3619
CM Wealth Advisors
Ohio
CAM
3620
Columbia Asset Management
Michigan
HFS
3621
Howard Financial Services
Texas
TA
3622
TruWealth Advisors
Louisiana
VIPI
3623
Vista Investment Partners II
Indiana
VCM
3624
Vision Capital Management
Oregon
OWM
3625
Orgel Wealth Management
Wisconsin