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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
WAG
3751
Wiser Advisor Group
Arizona
1M
3752
1248 Management
Missouri
RCA
3753
Runnymede Capital Advisors
Ohio
GWM
3754
Guardian Wealth Management
Illinois
AFS
3755
Anderson Financial Strategies
Ohio
1L
3756
10Elms LLP
Oklahoma
CCM
3757
Cloud Capital Management
Washington
CSC
3758
Cove Street Capital
California
RWM
3759
Ruedi Wealth Management
Illinois
CWM
3760
Compass Wealth Management
Connecticut
SCA
3761
Stuart Chaussee & Associates
California
EI
3762
eCIO Inc
Wisconsin
WFA
3763
West Financial Advisors
Iowa
KSWA
3764
Kathleen S. Wright Associates
Pennsylvania
AWM
3765
Avondale Wealth Management
Texas
MIM
3766
Marshall Investment Management
Colorado
PPWM
3767
PFG Private Wealth Management
Florida
FPF
3768
First Pacific Financial
Washington
TLA
3769
Tanglewood Legacy Advisors
Texas
ETS
3770
ESL Trust Services
New York
VBA
3771
von Borstel & Associates
Oregon
RA
3772
Resolute Advisors
California
GIM
3773
Gold Investment Management
Alberta, Canada
TVWM
3774
Tower View Wealth Management
Wisconsin
BFS
3775
Burkett Financial Services
South Carolina