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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
SIC
1626
Samalin Investment Counsel
New York
$1.27M
LKIM
1627
Lawson Kroeker Investment Management
Nebraska
$1.27M
CWM
1628
Chesapeake Wealth Management
Virginia
$1.27M
GCM
1629
Gables Capital Management
Florida
$1.27M
WA
1630
Wealth Alliance
New York
$1.27M
SAW
1631
Signal Advisors Wealth
Michigan
$1.26M
SAM
1632
Simplify Asset Management
Nevada
$1.26M
SVCP
1633
Silicon Valley Capital Partners
California
$1.26M
AIA
1634
Alternative Investment Advisors
Florida
$1.26M
SP
1635
SWS Partners
Ohio
$1.26M
CPL
1636
Capital & Planning LLC
Georgia
$1.25M
EPIME
1637
Evelyn Partners Investment Management (Europe)
$1.25M
WIM
1638
Westside Investment Management
California
$1.25M
MA
1639
MONECO Advisors
Connecticut
$1.25M
CWM
1640
Castle Wealth Management
Florida
$1.25M
RWPA
1641
Richard W. Paul & Associates
Michigan
$1.25M
AWM
1642
Ameliora Wealth Management
Switzerland
$1.25M
ZIG
1643
Zuckerman Investment Group
Illinois
$1.25M
ZIG
1644
Zullo Investment Group
Pennsylvania
$1.24M
MFG
1645
MidWestOne Financial Group
Iowa
$1.24M
CPCM
1646
Cardinal Point Capital Management
Ontario, Canada
$1.24M
DE
1647
Diversified Enterprises
Delaware
$1.23M
PPWP
1648
Premier Path Wealth Partners
New Jersey
$1.22M
MG
1649
Mather Group
Illinois
$1.21M
BHB
1650
Bank Hapoalim BM
Israel
$1.21M