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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
APIM
1851
Agate Pass Investment Management
Washington
$861K
RFA
1852
ROI Financial Advisors
Oregon
$859K
C
1853
Certuity
Florida
$859K
LCM
1854
LVM Capital Management
Michigan
$857K
BOH
1855
Bank of Hawaii
Hawaii
$857K
AMM
1856
American Money Management
California
$853K
CAM
1857
Creekmur Asset Management
Illinois
$852K
GPA
1858
Garrison Point Advisors
California
$852K
ACMA
1859
Arbor Capital Management (Alaska)
Alaska
$850K
FSA
1860
Financial Security Advisor
Virginia
$850K
TCM
1861
Tang Capital Management
California
$849K
KWM
1862
KFG Wealth Management
Indiana
$849K
AGC
1863
Aspen Grove Capital
Colorado
$849K
WBCM
1864
Wilson & Boucher Capital Management
California
$845K
PWM
1865
Paulson Wealth Management
Illinois
$845K
WI
1866
WBI Investments
New Jersey
$845K
ACGA
1867
Atlanta Consulting Group Advisors
Georgia
$845K
M
1868
MATAURO
New York
$843K
FFP
1869
FourThought Financial Partners
Florida
$842K
BTD
1870
BankPlus Trust Department
Mississippi
$840K
OHWA
1871
Oak Hill Wealth Advisors
Virginia
$840K
BAMG
1872
Brand Asset Management Group
Missouri
$838K
SCI
1873
Stableford Capital II
Arizona
$836K
MSE
1874
MUFG Securities EMEA
United Kingdom
$836K
CF
1875
Copperwynd Financial
Arizona
$836K