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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
BIA
1651
Bigelow Investment Advisors
Maine
$1.21M
FNA
1652
First National Advisers
Nebraska
$1.21M
CVA
1653
Central Valley Advisors
California
$1.21M
CNFG
1654
Creegan & Nassoura Financial Group
New Hampshire
$1.2M
BFA
1655
Beaumont Financial Advisors
Massachusetts
$1.2M
WI
1656
WrapManager Inc
California
$1.2M
PCM
1657
Parsons Capital Management
Rhode Island
$1.2M
QWM
1658
Quadcap Wealth Management
Texas
$1.19M
IA
1659
IAM Advisory
Pennsylvania
$1.19M
CPBTD
1660
Central Pacific Bank - Trust Division
Hawaii
$1.19M
SFWA
1661
Summit Financial Wealth Advisors
Louisiana
$1.19M
ERWM
1662
Elk River Wealth Management
Colorado
$1.19M
FFO
1663
Fiduciary Family Office
Florida
$1.19M
MMC
1664
Mizuho Markets Cayman
Cayman Islands
$1.19M
GCM
1665
Graham Capital Management
Connecticut
$1.19M
MUAMU
1666
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.19M
BIM
1667
Baldwin Investment Management
Pennsylvania
$1.18M
WAG
1668
Wallace Advisory Group
California
$1.18M
BWP
1669
BlueStem Wealth Partners
Minnesota
$1.17M
BB
1670
Bell Bank
North Dakota
$1.17M
LMKC
1671
L.M. Kohn & Company
Ohio
$1.17M
KWMG
1672
King Wealth Management Group
Florida
$1.17M
MP
1673
McDonald Partners
Ohio
$1.17M
HIIFS
1674
Harel Insurance Investments & Financial Services
Israel
$1.17M
BA
1675
Bridgewater Advisors
New York
$1.16M