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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
PWS
1576
Peterson Wealth Services
Utah
$1.38M
VFG
1577
Victory Financial Group
Texas
$1.38M
NCFG
1578
New Century Financial Group
New Jersey
$1.38M
HI
1579
Humankind Investments
New York
$1.37M
USWG
1580
U.S. Wealth Group
New York
$1.37M
OAM
1581
Oak Asset Management
California
$1.37M
WCM
1582
Weaver Capital Management
Georgia
$1.36M
CA
1583
CWC Advisors
Oregon
$1.36M
NL
1584
NWAM LLC
Washington
$1.36M
RIA
1585
Richwood Investment Advisors
Ohio
$1.36M
FP
1586
Financial Perspectives
Minnesota
$1.36M
OFS
1587
Orrstown Financial Services
Pennsylvania
$1.36M
APP
1588
Avantax Planning Partners
Iowa
$1.35M
SCM
1589
Silvant Capital Management
Georgia
$1.35M
MIC
1590
Means Investment Company
Maine
$1.35M
CPIG
1591
Chicago Partners Investment Group
Illinois
$1.35M
DFA
1592
Delta Financial Advisors
Louisiana
$1.35M
SACTSONJ
1593
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.34M
VFA
1594
Voya Financial Advisors
Connecticut
$1.34M
DDC
1595
DF Dent & Co
Maryland
$1.34M
FFG
1596
Frisch Financial Group
New York
$1.34M
AAS
1597
Ameritas Advisory Services
Nebraska
$1.34M
SW
1598
Solidarity Wealth
Utah
$1.33M
CC
1599
Courier Capital
New York
$1.33M
WFI
1600
West Family Investments
California
$1.33M