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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
IAS
1501
IMA Advisory Services
Colorado
$1.57M
CCM
1502
Chilton Capital Management
Texas
$1.56M
WP
1503
Waycross Partners
Kentucky
$1.56M
APM
1504
Advanced Portfolio Management
New York
$1.56M
FFS
1505
Flavin Financial Services
Florida
$1.55M
WAAG
1506
Wealth Alliance Advisory Group
Kansas
$1.55M
WCAMG
1507
Woodard & Company Asset Management Group
North Carolina
$1.55M
AC
1508
AlphaCore Capital
California
$1.55M
DWP
1509
Daymark Wealth Partners
Ohio
$1.55M
ST
1510
Smithfield Trust
Pennsylvania
$1.54M
ACL
1511
Applied Capital LLC
Florida
$1.54M
TAM
1512
Tealwood Asset Management
Minnesota
$1.54M
MWA
1513
Moser Wealth Advisors
Washington
$1.53M
CWM
1514
Cordatus Wealth Management
Pennsylvania
$1.53M
ST
1515
Sentinel Trust
Texas
$1.52M
RB
1516
Renasant Bank
Mississippi
$1.52M
GLA
1517
Good Life Advisors
Pennsylvania
$1.52M
CPA
1518
Court Place Advisors
Maryland
$1.52M
FM
1519
Foster & Motley
Ohio
$1.52M
MTIC
1520
Missouri Trust & Investment Company
Missouri
$1.52M
KNW
1521
Kesler Norman & Wride
Utah
$1.52M
EML
1522
Eos Management LP
New York
$1.51M
HFO
1523
Heritage Family Offices
Arizona
$1.51M
FG
1524
Formula Growth
Quebec, Canada
$1.51M
RGC
1525
Roberts, Glore & Co
Illinois
$1.5M