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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
1L
3776
10Elms LLP
Oklahoma
CCM
3777
Cloud Capital Management
Washington
CSC
3778
Cove Street Capital
California
RWM
3779
Ruedi Wealth Management
Illinois
CWM
3780
Compass Wealth Management
Connecticut
SCA
3781
Stuart Chaussee & Associates
California
EI
3782
eCIO Inc
Wisconsin
WFA
3783
West Financial Advisors
Iowa
KSWA
3784
Kathleen S. Wright Associates
Pennsylvania
AWM
3785
Avondale Wealth Management
Texas
MIM
3786
Marshall Investment Management
Colorado
PPWM
3787
PFG Private Wealth Management
Florida
FPF
3788
First Pacific Financial
Washington
VBA
3789
von Borstel & Associates
Oregon
TLA
3790
Tanglewood Legacy Advisors
Texas
ETS
3791
ESL Trust Services
New York
RA
3792
Resolute Advisors
California
GIM
3793
Gold Investment Management
Alberta, Canada
TVWM
3794
Tower View Wealth Management
Wisconsin
BFS
3795
Burkett Financial Services
South Carolina
CWM
3796
Crowley Wealth Management
Delaware
UIC
3797
Uniplan Investment Counsel
Wisconsin
BMC
3798
Bear Mountain Capital
Washington
RCM
3799
Richardson Capital Management
Wisconsin