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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
WF
3726
Whelan Financial
California
DTC
3727
Davidson Trust Company
Washington
OA
3728
Oxbow Advisors
Texas
SFG
3729
Stonebridge Financial Group
Pennsylvania
AWAP
3730
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
AWC
3731
Adamsbrown Wealth Consultants
Kansas
ACA
3732
Ascension Capital Advisors
Texas
HCM
3733
Hodges Capital Management
Texas
HCM
3734
Hutner Capital Management
Vermont
LAM
3735
Lifestyle Asset Management
Texas
MPW
3736
MGO Private Wealth
California
FFWA
3737
Forthright Family Wealth Advisory
Texas
SCM
3738
Sterneck Capital Management
Missouri
CFO
3739
Collective Family Office
Pennsylvania
LGW
3740
Leslie Global Wealth
Illinois
GRA
3741
Golden Road Advisors
Florida
MCM
3742
Mengis Capital Management
Oregon
FIG
3743
FSA Investment Group
Florida
BCM
3744
BluePath Capital Management
Georgia
PCMF
3745
Private Capital Management (Florida)
Florida
RAM
3746
Redmond Asset Management
Virginia
BWM
3747
BankPlus Wealth Management
Mississippi
BFA
3748
Beacon Financial Advisory
Ohio
SIA
3749
SeaBridge Investment Advisors
New Jersey
1WM
3750
1900 Wealth Management
Texas