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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
AF
1526
Apexium Financial
Texas
$1.5M
RA
1527
Rockingstone Advisors
Massachusetts
$1.5M
OC
1528
Oarsman Capital
Wisconsin
$1.5M
CPA
1529
Capital Planning Advisors
California
$1.49M
SWM
1530
SilverOak Wealth Management
Minnesota
$1.49M
PCP
1531
Pacific Capital Partners
$1.48M
MFG
1532
Magnus Financial Group
New York
$1.48M
FWM
1533
Forefront Wealth Management
Pennsylvania
$1.48M
CAM
1534
Cozad Asset Management
Illinois
$1.47M
LTAS
1535
Linden Thomas Advisory Services
North Carolina
$1.47M
SIP
1536
Stoneridge Investment Partners
Pennsylvania
$1.47M
WE
1537
Wealth Effects
Massachusetts
$1.46M
SWA
1538
Stratos Wealth Advisors
Ohio
$1.46M
SB
1539
Strategic Blueprint
Georgia
$1.46M
GSWM
1540
Greenup Street Wealth Management
Michigan
$1.46M
SIA
1541
Schear Investment Advisers
Ohio
$1.46M
PTP
1542
Platform Technology Partners
New York
$1.45M
BPAMU
1543
BTG Pactual Asset Management US
New York
$1.45M
KCM
1544
Kathmere Capital Management
Pennsylvania
$1.45M
FCG
1545
Fielder Capital Group
Tennessee
$1.45M
AA
1546
Alta Advisers
United Kingdom
$1.45M
CFA
1547
Cahill Financial Advisors
Minnesota
$1.44M
IPW
1548
Impact Partnership Wealth
Georgia
$1.44M
IQI
1549
Integrated Quantitative Investments
Washington
$1.44M
PG
1550
Patten Group
Tennessee
$1.44M