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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
EWM
1451
Elmwood Wealth Management
California
$1.68M
MCA
1452
Magnolia Capital Advisors
Mississippi
$1.68M
FHA
1453
First Horizon Advisors
Tennessee
$1.68M
BFW
1454
Brady Family Wealth
Missouri
$1.67M
GWANC
1455
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.67M
PSB
1456
Piscataqua Savings Bank
New Hampshire
$1.67M
CTC
1457
Cetera Trust Company
Minnesota
$1.66M
SC
1458
Sapient Capital
Indiana
$1.66M
PFGIA
1459
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M
CBA
1460
Coastal Bridge Advisors
Connecticut
$1.65M
KAS
1461
KPP Advisory Services
Kentucky
$1.65M
RLWM
1462
RF&L Wealth Management
Massachusetts
$1.65M
AGAM
1463
Audent Global Asset Management
California
$1.65M
PP
1464
PDS Planning
Ohio
$1.65M
SWP
1465
Strategic Wealth Partners
Ohio
$1.65M
HIM
1466
Harbour Investment Management
Washington
$1.65M
FSWA
1467
Financial Synergies Wealth Advisors
Texas
$1.64M
MFA
1468
Mayflower Financial Advisors
Massachusetts
$1.64M
AIP
1469
Almanack Investment Partners
Pennsylvania
$1.64M
CCS
1470
Concentric Capital Strategies
Connecticut
$1.63M
PCH
1471
PGIM Custom Harvest
New Jersey
$1.63M
CCG
1472
Ceeto Capital Group
Florida
$1.63M
HIC
1473
Harvey Investment Company
Kentucky
$1.63M
VIM
1474
Vista Investment Management
Pennsylvania
$1.63M
GI
1475
GLOBALT Investments
Georgia
$1.62M