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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
BB
1801
Burford Brothers
Texas
$948K
SWP
1802
Semus Wealth Partners
Florida
$941K
RMP
1803
Richards, Merrill & Peterson
Washington
$939K
IIC
1804
Ironwood Investment Counsel
Arizona
$936K
IIM
1805
Intact Investment Management
Quebec, Canada
$936K
TIM
1806
Timelo Investment Management
Ontario, Canada
$936K
PIM
1807
Provident Investment Management
Michigan
$933K
DIA
1808
Dean Investment Associates
Ohio
$931K
IFWM
1809
Institute for Wealth Management
Colorado
$930K
CAG
1810
Cypress Advisory Group
Arizona
$928K
SCP
1811
Sender Company & Partners
New York
$927K
TPWM
1812
Twelve Points Wealth Management
Massachusetts
$925K
RCM
1813
Riverpark Capital Management
New York
$923K
MFP
1814
Meridian Financial Partners
Virginia
$922K
AHL
1815
Abel Hall LLC
Louisiana
$921K
PCA
1816
Prosperity Capital Advisors
Ohio
$920K
AIC
1817
Archer Investment Corporation
Indiana
$920K
III
1818
Independent Investors Inc
New York
$919K
TWM
1819
Tolleson Wealth Management
Texas
$918K
LFA
1820
Laraway Financial Advisors
Minnesota
$915K
EGA
1821
E&G Advisors
Texas
$915K
TWM
1822
Trueblood Wealth Management
Ohio
$914K
MPM
1823
Meritage Portfolio Management
Kansas
$913K
BOJHT
1824
Bank of Jackson Hole Trust
Wyoming
$912K
FWP
1825
FAS Wealth Partners
Kansas
$909K