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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
CFCI
1326
Comprehensive Financial Consultants Institutional
Indiana
$2.13M
DL
1327
DOHJ LLC
Washington
$2.13M
TC
1328
TownSquare Capital
Utah
$2.13M
CGF
1329
Constant Guidance Financial
Massachusetts
$2.13M
VA
1330
Valmark Advisers
Ohio
$2.13M
FCP
1331
Fidelis Capital Partners
Florida
$2.12M
SSWM
1332
Smith Salley Wealth Management
North Carolina
$2.12M
ICM
1333
IMS Capital Management
Oregon
$2.11M
NC
1334
NBW Capital
Massachusetts
$2.11M
AWA
1335
Arete Wealth Advisors
Illinois
$2.11M
LFG
1336
Larson Financial Group
Missouri
$2.1M
MMPW
1337
Mitchell McLeod Pugh & Williams
Alabama
$2.1M
COI
1338
Connable Office Inc
Michigan
$2.1M
GP
1339
Greenline Partners
New York
$2.1M
CAMG
1340
CWA Asset Management Group
Florida
$2.1M
CM
1341
Columbus Macro
Pennsylvania
$2.09M
CC
1342
Constitution Capital
Connecticut
$2.09M
LSIA
1343
LaSalle St. Investment Advisors
Illinois
$2.09M
CWP
1344
Capital Wealth Planning
Florida
$2.08M
OWA
1345
Opal Wealth Advisors
New York
$2.08M
MC
1346
Moors & Cabot
Massachusetts
$2.07M
JCM
1347
Janney Capital Management
Pennsylvania
$2.07M
MYLI
1348
Meiji Yasuda Life Insurance
Japan
$2.07M
ICP
1349
Interchange Capital Partners
Pennsylvania
$2.06M
MFS
1350
Mirabella Financial Services
United Kingdom
$2.06M