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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
WKWM
1701
Walter & Keenan Wealth Management
Indiana
$1.12M
SJIM
1702
St. Johns Investment Management
Florida
$1.12M
GWP
1703
Gen-Wealth Partners
Michigan
$1.11M
CIAS
1704
CFS Investment Advisory Services
New Jersey
$1.11M
LSV Asset Management
1705
LSV Asset Management
Illinois
$1.11M
LCWP
1706
Legacy Capital Wealth Partners
Arkansas
$1.11M
EIP
1707
Ellis Investment Partners
Pennsylvania
$1.11M
SVWAG
1708
Sound View Wealth Advisors Group
Georgia
$1.11M
RZH
1709
Relyea Zuckerberg Hanson
Connecticut
$1.11M
EP
1710
EPIQ Partners
Minnesota
$1.11M
PDL
1711
Portfolio Design Labs
California
$1.1M
TFA
1712
Transamerica Financial Advisors
Florida
$1.1M
UAML
1713
US Asset Management LLC
Pennsylvania
$1.1M
RAM
1714
RedJay Asset Management
Ontario, Canada
$1.09M
FFG
1715
Floyd Financial Group
Missouri
$1.09M
AC
1716
AXQ Capital
New Jersey
$1.09M
SP
1717
Stablepoint Partners
Massachusetts
$1.09M
GJWM
1718
Gilliland Jeter Wealth Management
Arkansas
$1.08M
EFA
1719
Evernest Financial Advisors
Indiana
$1.08M
CP
1720
Canopy Partners
Ohio
$1.08M
AWM
1721
Avaii Wealth Management
Wisconsin
$1.08M
LCM
1722
Lazari Capital Management
California
$1.08M
SFA
1723
Souders Financial Advisors
Ohio
$1.08M
JJBC
1724
James J. Burns & Company
New York
$1.08M
B
1725
Barings
North Carolina
$1.08M