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UnitedHealth

3,149 hedge funds and large institutions have $241B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 277 funds opening new positions, 1,279 increasing their positions, 1,421 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: $418B → $241B (-$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: 22473 (-151)

Holders
3,149
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
BHPW
1126
Beverly Hills Private Wealth
California
$3.16M
CAL
1127
Capital Analysts LLC
Pennsylvania
$3.16M
AWM
1128
Avior Wealth Management
Nebraska
$3.16M
RFN
1129
RDA Financial Network
Iowa
$3.15M
RRA
1130
Round Rock Advisors
Connecticut
$3.15M
MWAM
1131
Manhattan West Asset Management
California
$3.15M
SW
1132
SteelPeak Wealth
California
$3.14M
CAM
1133
Cypress Asset Management
Texas
$3.14M
FL
1134
FreeGulliver LLC
Louisiana
$3.13M
SC
1135
Soundwatch Capital
Connecticut
$3.12M
WP
1136
WealthShield Partners
North Carolina
$3.12M
SWP
1137
Sagespring Wealth Partners
Tennessee
$3.1M
OL
1138
one8zero8 LLC
North Carolina
$3.1M
LBWM
1139
Left Brain Wealth Management
Illinois
$3.08M
DFG
1140
Dupree Financial Group
Kentucky
$3.08M
1IA
1141
1834 Investment Advisors
Wisconsin
$3.07M
WCM
1142
Weik Capital Management
Pennsylvania
$3.06M
MSFP
1143
Mark Sheptoff Financial Planning
Connecticut
$3.06M
SG
1144
StoneX Group
New York
$3.05M
DWM
1145
Diversify Wealth Management
Utah
$3.03M
EA
1146
Eclectic Associates
California
$3.03M
I
1147
INVST
Indiana
$3.02M
XT
1148
XTX Topco
Cayman Islands
$2.99M
PCM
1149
Penserra Capital Management
California
$2.99M
PPW
1150
PACK Private Wealth
Minnesota
$2.99M