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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
TF
1876
TLWM Financial
Texas
$835K
BI
1877
Bradyco Inc
Massachusetts
$834K
XF
1878
XML Financial
Maryland
$832K
MAG
1879
MRA Advisory Group
New Jersey
$831K
CB
1880
Cadence Bank
Mississippi
$826K
BFG
1881
Beacon Financial Group
Texas
$826K
RIM
1882
Redwood Investment Management
Arizona
$825K
TAM
1883
Todd Asset Management
Kentucky
$824K
IF
1884
Intrua Financial
Texas
$823K
TM
1885
TigerOak Management
New Mexico
$821K
PWM
1886
Prentice Wealth Management
New York
$820K
RCA
1887
Resonant Capital Advisors
Wisconsin
$820K
FA
1888
Faithward Advisors
Pennsylvania
$819K
PIA
1889
Perennial Investment Advisors
California
$819K
MLL
1890
Moody Lynn & Lieberson
Massachusetts
$818K
WW
1891
Waterfront Wealth
Kansas
$818K
CWA
1892
Consilium Wealth Advisory
Texas
$817K
SCM
1893
Semanteon Capital Management
Massachusetts
$813K
TF
1894
Trek Financial
Arizona
$812K
CA
1895
Cornerstone Advisory
Maryland
$811K
RBC
1896
Romano Brothers & Co
Illinois
$810K
TWP
1897
Triad Wealth Partners
Kansas
$808K
GWM
1898
Gitterman Wealth Management
New Jersey
$807K
SAM
1899
Sawgrass Asset Management
Florida
$806K
PP
1900
Patron Partners
Texas
$806K