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UnitedHealth

3,132 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 275 funds opening new positions, 1,275 increasing their positions, 1,412 reducing their positions, and 646 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)

57% less first-time investments, than exits

New positions opened: 275 | Existing positions closed: 646

67% less funds holding in top 10

Funds holding in top 10: 22373 (-150)

Holders
3,132
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
VW
3676
Vance Wealth
California
TWM
3677
Tanager Wealth Management
United Kingdom
HL
3678
HeadInvest LLC
Maine
BCM
3679
Brown Capital Management
Maryland
UWM
3680
USAdvisors Wealth Management
Minnesota
KAM
3681
Kraft Asset Management
Tennessee
FCM
3682
Fire Capital Management
California
HWM
3683
Hobbs Wealth Management
Indiana
GPW
3684
Gray Private Wealth
Massachusetts
ESBC
3685
E.S. Barr & Co
Kentucky
HIS
3686
Harvest Investment Services
Illinois
FOR
3687
Family Office Research
Maryland
GC
3688
GatePass Capital
Ohio
LSWP
3689
Liberty Square Wealth Partners
Pennsylvania
PIFP
3690
Partners in Financial Planning
Virginia
HWA
3691
Heritage Wealth Architects
Minnesota
LWM
3692
Lakeridge Wealth Management
Ohio
BBA
3693
BLB&B Advisors
Pennsylvania
FFS
3694
Fortress Financial Solutions
Arizona
SFG
3695
Synergy Financial Group
California
BWL
3696
Basepoint Wealth LLC
Iowa
TWM
3697
TriaGen Wealth Management
California
AWA
3698
Acorn Wealth Advisors
Michigan
LRWA
3699
Long Run Wealth Advisors
New York
VFPW
3700
Vantage Financial Partners (Wisconsin)
Wisconsin