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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
VFM
1426
Vision Financial Markets
Connecticut
$1.78M
TSMHT
1427
Thurston Springer Miller Herd & Titak
Indiana
$1.77M
OPW
1428
Osprey Private Wealth
New York
$1.76M
CUAMC
1429
China Universal Asset Management Company
China
$1.75M
BFPW
1430
BOK Financial Private Wealth
Colorado
$1.75M
SI
1431
Sava Infond
Slovenia
$1.75M
SAM
1432
Smartleaf Asset Management
Massachusetts
$1.74M
SFS
1433
Strategic Financial Services
New York
$1.74M
PGWM
1434
Parisi Gray Wealth Management
New Jersey
$1.74M
VHAM
1435
Van Hulzen Asset Management
California
$1.74M
GAA
1436
Global Assets Advisory
Florida
$1.74M
GPWM
1437
Grant Private Wealth Management
California
$1.73M
WC
1438
Waterloo Capital
Texas
$1.72M
EPIMS
1439
Evelyn Partners Investment Management Services
$1.72M
LAM
1440
LOM Asset Management
$1.72M
AA
1441
Advisory Alpha
Michigan
$1.71M
FCM
1442
Fairbanks Capital Management
California
$1.7M
IA
1443
IFG Advisory
Georgia
$1.7M
BAM
1444
Blueshift Asset Management
New Jersey
$1.7M
TCOT
1445
Trust Company of Toledo
Ohio
$1.69M
NCM
1446
Northside Capital Management
Oregon
$1.69M
CWM
1447
Circle Wealth Management
New Jersey
$1.69M
HNW
1448
High Note Wealth
Minnesota
$1.69M
VSQM
1449
V-Square Quantitative Management
Illinois
$1.69M
CMAI
1450
Capital Management Associates Inc
Minnesota
$1.68M