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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
FWM
1901
Focused Wealth Management
New York
$805K
EHC
1902
Everett Harris & Co
California
$804K
VV
1903
Verity & Verity
South Carolina
$804K
NG
1904
Norden Group
Utah
$802K
AWC
1905
Abundance Wealth Counselors
Pennsylvania
$802K
SFA
1906
Semmax Financial Advisors
North Carolina
$801K
AFA
1907
Alpha Financial Advisors
North Carolina
$798K
RIG
1908
RiverFront Investment Group
Virginia
$798K
PBT
1909
Pictet Bank & Trust
Bahamas
$797K
NHC
1910
Nicholas Hoffman & Company
Georgia
$795K
MSFS
1911
Main Street Financial Solutions
Pennsylvania
$794K
CPA
1912
Cardiff Park Advisors
California
$794K
M1FG
1913
Mach-1 Financial Group
Arkansas
$793K
AIM
1914
Aigen Investment Management
New York
$793K
CA
1915
Calton & Associates
Florida
$790K
SSA
1916
Sierra Summit Advisors
Nevada
$786K
NI
1917
Natural Investments
California
$784K
SAM
1918
Sompo Asset Management
Japan
$783K
CH
1919
Cromwell Holdings
Wyoming
$781K
EC
1920
EdgeRock Capital
Colorado
$780K
APW
1921
Austin Private Wealth
Texas
$780K
MAMNY
1922
Marathon Asset Management (New York)
New York
$780K
BIG
1923
Brookwood Investment Group
Arizona
$778K
CFLC
1924
California First Leasing Corp
California
$776K
TCOTS
1925
Trust Company of the South
North Carolina
$776K