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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
RCM
1551
Radnor Capital Management
Pennsylvania
$1.44M
NFC
1552
Northeast Financial Consultants
Connecticut
$1.43M
RCM
1553
RB Capital Management
Nevada
$1.43M
AFS
1554
Aft Forsyth & Sober
Florida
$1.43M
MFG
1555
Monte Financial Group
Connecticut
$1.43M
CIAM
1556
Caitong International Asset Management
Hong Kong
$1.42M
PWPS
1557
Pinnacle Wealth Planning Services
Ohio
$1.42M
KIA
1558
Knollwood Investment Advisory
Maryland
$1.42M
HNB
1559
Hilltop National Bank
Wyoming
$1.42M
AA
1560
Armis Advisers
Georgia
$1.42M
Financial Engines Advisors
1561
Financial Engines Advisors
California
$1.42M
DA
1562
Doliver Advisors
Texas
$1.41M
JFA
1563
JNBA Financial Advisors
Minnesota
$1.41M
OIS
1564
Okabena Investment Services
Minnesota
$1.41M
EFMC
1565
Empire Financial Management Company
New York
$1.41M
FI
1566
Finivi Inc.
Massachusetts
$1.41M
MCCA
1567
Mill Creek Capital Advisors
Pennsylvania
$1.41M
TFA
1568
Teamwork Financial Advisors
Texas
$1.41M
CFGW
1569
Chancellor Financial Group WB
Pennsylvania
$1.4M
OFS
1570
OneAscent Financial Services
Alabama
$1.4M
CCM
1571
Cox Capital Management
Massachusetts
$1.39M
SIM
1572
Seaview Investment Managers
Florida
$1.38M
MPAM
1573
Murphy Pohlad Asset Management
Minnesota
$1.38M
ATFA
1574
All Terrain Financial Advisors
Minnesota
$1.38M
CAG
1575
Crestwood Advisors Group
Massachusetts
$1.38M