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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
CIA
1951
Cladis Investment Advisory
Montana
$744K
AAG
1952
Armstrong Advisory Group
Massachusetts
$744K
DFC
1953
DB Fitzpatrick & Co
Idaho
$742K
CG
1954
CFO4Life Group
Texas
$742K
SMC
1955
Smith, Moore & Co
Missouri
$739K
SWM
1956
SeaCrest Wealth Management
New York
$738K
RP
1957
Rowlandmiller & Partners
Georgia
$737K
CWA
1958
Cornerstone Wealth Advisors
Minnesota
$736K
TSW
1959
Three Seasons Wealth
Utah
$736K
BCG
1960
Breakwater Capital Group
New Jersey
$734K
NB
1961
Nicolet Bankshares
Wisconsin
$733K
CIM
1962
CIM Investment Management
Pennsylvania
$733K
OA
1963
Operose Advisors
Wisconsin
$732K
PB
1964
Pinnacle Bancorp
Nebraska
$731K
CWG
1965
Cornerstone Wealth Group
North Carolina
$730K
BCM
1966
Boreal Capital Management
Florida
$730K
RE
1967
Rydar Equities
Texas
$729K
BG
1968
Bollard Group
Massachusetts
$729K
MCWA
1969
Meadow Creek Wealth Advisors
Georgia
$729K
BWP
1970
BSW Wealth Partners
Colorado
$728K
OM
1971
OV Management
Minnesota
$723K
PA
1972
PFW Advisors
Georgia
$722K
MA
1973
MCF Advisors
Kentucky
$721K
BOS
1974
Bank of Stockton
California
$717K
WH
1975
Willner & Heller
California
$717K