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UnitedHealth

3,150 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, 1,422 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 ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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
3,150
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
CS
1301
Cannell & Spears
New York
$2.23M
RHIG
1302
R.H. Investment Group
Arizona
$2.23M
AP
1303
Arlington Partners
Alabama
$2.23M
SAG
1304
SageView Advisory Group
California
$2.22M
MW
1305
Maia Wealth
Colorado
$2.22M
AFG
1306
Atomi Financial Group
New York
$2.22M
ACM
1307
Accent Capital Management
Ohio
$2.22M
SRA
1308
Secured Retirement Advisors
Minnesota
$2.22M
CWS
1309
Confluence Wealth Services
Pennsylvania
$2.22M
CAAS
1310
Capital Asset Advisory Services
Michigan
$2.21M
PFBT
1311
Parkside Financial Bank & Trust
Missouri
$2.21M
UOTTAIMCU
1312
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.19M
SFG
1313
Snider Financial Group
Washington
$2.19M
STB
1314
S&T Bank
Pennsylvania
$2.19M
DCM
1315
Delta Capital Management
New Jersey
$2.19M
CCM
1316
Condor Capital Management
New Jersey
$2.18M
SH
1317
SLT Holdings
Arizona
$2.18M
KF
1318
KKM Financial
Illinois
$2.17M
IA
1319
Integrity Alliance
Iowa
$2.17M
SI
1320
Symmetry Investments
Jersey
$2.17M
KWA
1321
Kingswood Wealth Advisors
California
$2.16M
KP
1322
Keel Point
Alabama
$2.14M
FGA
1323
Fortis Group Advisors
New Jersey
$2.14M
GCP
1324
GSA Capital Partners
United Kingdom
$2.13M
EIP
1325
Easterly Investment Partners
Massachusetts
$2.13M