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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
GS
1726
GTS Securities
New York
$1.07M
GBT
1727
Grove Bank & Trust
Florida
$1.07M
FAN
1728
Financial Advisors Network
California
$1.07M
RWP
1729
Revolve Wealth Partners
New Jersey
$1.07M
EB
1730
Emprise Bank
Kansas
$1.07M
WIA
1731
Westbourne Investment Advisors
Maryland
$1.06M
DWM
1732
Defined Wealth Management
Oregon
$1.05M
HIS
1733
Horizon Investment Services
Indiana
$1.05M
WF
1734
Welch & Forbes
Massachusetts
$1.05M
AL
1735
Aspiriant LLC
California
$1.05M
TCA
1736
Transcend Capital Advisors
New Jersey
$1.05M
BWM
1737
Buckley Wealth Management
Nevada
$1.04M
AP
1738
Advisors Preferred
Maryland
$1.04M
MLA
1739
My Legacy Advisors
Oregon
$1.04M
FMLI
1740
Fukoku Mutual Life Insurance
Japan
$1.04M
AWP
1741
Ascent Wealth Partners
New York
$1.04M
SFC
1742
SYM Financial Corp
Indiana
$1.03M
ICP
1743
Ilex Capital Partners
United Kingdom
$1.03M
TA
1744
Townsend & Associates
Colorado
$1.03M
SW
1745
SkyOak Wealth
Michigan
$1.03M
IIA
1746
ICW Investment Advisors
Arizona
$1.03M
RWM
1747
RBA Wealth Management
California
$1.03M
CCM
1748
Courage Capital Management
Tennessee
$1.03M
CPR
1749
CSU Producer Resources
Ohio
$1.03M
EA
1750
Enclave Advisors
Texas
$1.03M