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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
EIG
1676
Ellenbecker Investment Group
Wisconsin
$1.16M
TFP
1677
Tilia Fiduciary Partners
North Carolina
$1.16M
OWA
1678
ORBA Wealth Advisors
Illinois
$1.16M
KFI
1679
Key Financial Inc
Pennsylvania
$1.16M
PWM
1680
Prosperity Wealth Management
California
$1.15M
AP
1681
Americana Partners
Texas
$1.15M
LCC
1682
Lincoln Capital Corp
Rhode Island
$1.15M
OL
1683
Optas LLC
Texas
$1.15M
AIM
1684
Advyzon Investment Management
Illinois
$1.15M
AB
1685
ANB Bank
Colorado
$1.15M
SEIA
1686
Signature Estate & Investment Advisors
California
$1.14M
HBT
1687
Heartland Bank & Trust
Illinois
$1.14M
GB
1688
Goepper Burkhardt
South Carolina
$1.14M
SIA
1689
SkyView Investment Advisors
New Jersey
$1.14M
PMA
1690
Prudent Man Advisors
Illinois
$1.14M
SS
1691
Sunbelt Securities
Texas
$1.14M
QC
1692
Quent Capital
New York
$1.14M
EHWM
1693
Eads & Heald Wealth Management
Georgia
$1.14M
SFO
1694
Stokes Family Office
Louisiana
$1.14M
CASB
1695
Cape Ann Savings Bank
Massachusetts
$1.14M
A
1696
Argentarii
Ohio
$1.13M
OCM
1697
One Capital Management
California
$1.13M
TPI
1698
Trust Point Inc
Wisconsin
$1.13M
FG
1699
Fiduciary Group
Georgia
$1.13M
SPC
1700
Spirepoint Private Client
Florida
$1.12M