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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
VFG
1201
V2 Financial group
Illinois
$2.7M
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$2.7M
DC
1203
DeDora Capital
California
$2.7M
MSAM
1204
Moloney Securities Asset Management
Missouri
$2.69M
TP
1205
Tranquility Partners
Tennessee
$2.69M
PWP
1206
Pursue Wealth Partners
California
$2.68M
WAP
1207
Wealthcare Advisory Partners
Pennsylvania
$2.66M
HPC
1208
HM Payson & Co
Maine
$2.65M
SM
1209
Soapstone Management
Maryland
$2.65M
BAM
1210
Berkshire Asset Management
Pennsylvania
$2.65M
PFW
1211
Petros Family Wealth
Minnesota
$2.64M
AIM
1212
AMI Investment Management
Indiana
$2.64M
MCP
1213
Martin Capital Partners
Oregon
$2.64M
PT
1214
Plimoth Trust
Massachusetts
$2.63M
CIA
1215
CCM Investment Advisers
South Carolina
$2.63M
CWAG
1216
Compton Wealth Advisory Group
Virginia
$2.62M
CBB
1217
Citizens Business Bank
California
$2.61M
FB
1218
Fulton Bank
Pennsylvania
$2.6M
NWM
1219
Northcape Wealth Management
New York
$2.6M
CAG
1220
Csenge Advisory Group
Florida
$2.6M
VA
1221
VestGen Advisors
Illinois
$2.6M
MPIM
1222
McGinn Penninger Investment Management
Virginia
$2.58M
FFA
1223
Fragasso Financial Advisors
Pennsylvania
$2.58M
SFG
1224
SevenBridge Financial Group
Pennsylvania
$2.57M
NW
1225
Naviter Wealth
Arkansas
$2.56M