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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
EI
1751
Ellevest Inc
New York
$1.03M
PPC
1752
Park Place Capital
Alabama
$1.03M
KMWM
1753
Keudell/Morrison Wealth Management
Oregon
$1.03M
GC
1754
Grimes & Company
Massachusetts
$1.02M
HP
1755
Hilltop Partners
Indiana
$1.02M
LFA
1756
Legacy Financial Advisors
Kentucky
$1.02M
ZIC
1757
ZWJ Investment Counsel
Georgia
$1.02M
LCM
1758
Laurion Capital Management
New York
$1.02M
MA
1759
Modus Advisors
Minnesota
$1.02M
OC
1760
Opinicus Capital
Florida
$1.02M
LA
1761
LM Advisors
California
$1.01M
TWP
1762
Tempus Wealth Planning
California
$1.01M
MCM
1763
Mainstream Capital Management
California
$1.01M
MCA
1764
MSH Capital Advisors
Arizona
$1.01M
PHS
1765
Pekin Hardy Strauss
Illinois
$1.01M
TIA
1766
Trust Investment Advisors
Indiana
$1M
PW
1767
Paladin Wealth
Minnesota
$1M
HWA
1768
HHM Wealth Advisors
Tennessee
$1M
KHCM
1769
Kirtland Hills Capital Management
Ohio
$998K
PI
1770
Pettee Investors
Connecticut
$996K
EWM
1771
Evergreen Wealth Management
Michigan
$994K
CCA
1772
Cobblestone Capital Advisors
New York
$992K
KA
1773
KLCM Advisors
Wisconsin
$991K
OTL
1774
Oak Thistle LLC
New York
$986K
PCP
1775
Proficio Capital Partners
Massachusetts
$986K