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UnitedHealth

3,146 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, 1,278 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: 22373 (-150)

Holders
3,146
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
UWM
3701
USAdvisors Wealth Management
Minnesota
KAM
3702
Kraft Asset Management
Tennessee
HWM
3703
Hobbs Wealth Management
Indiana
GPW
3704
Gray Private Wealth
Massachusetts
ESBC
3705
E.S. Barr & Co
Kentucky
HIS
3706
Harvest Investment Services
Illinois
GC
3707
GatePass Capital
Ohio
FOR
3708
Family Office Research
Maryland
LSWP
3709
Liberty Square Wealth Partners
Pennsylvania
PIFP
3710
Partners in Financial Planning
Virginia
LWM
3711
Lakeridge Wealth Management
Ohio
HWA
3712
Heritage Wealth Architects
Minnesota
BBA
3713
BLB&B Advisors
Pennsylvania
FFS
3714
Fortress Financial Solutions
Arizona
SFG
3715
Synergy Financial Group
California
BW
3716
Basepoint Wealth
Iowa
AWA
3717
Acorn Wealth Advisors
Michigan
TWM
3718
TriaGen Wealth Management
California
LRWA
3719
Long Run Wealth Advisors
New York
VFPW
3720
Vantage Financial Partners (Wisconsin)
Wisconsin
PPH
3721
Pure Portfolios Holdings
Oregon
RIM
3722
Reliant Investment Management
Tennessee
CCP
3723
Cushing Capital Partners
Wisconsin
MWM
3724
Massachusetts Wealth Management
Massachusetts
RC
3725
Rareview Capital
Nevada