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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
SOW
1976
State of Wyoming
Wyoming
$716K
TWM
1977
Topsail Wealth Management
North Carolina
$712K
IIC
1978
Integrated Investment Consultants
Michigan
$711K
LCG
1979
Lakeshore Capital Group
Illinois
$709K
PFG
1980
Prosperity Financial Group
California
$709K
CBT
1981
Crews Bank & Trust
Florida
$708K
CPWA
1982
Cerro Pacific Wealth Advisors
California
$708K
SHFA
1983
SC&H Financial Advisors
Maryland
$707K
CB
1984
CNB Bank
Pennsylvania
$706K
HG
1985
Harbor Group
New Hampshire
$706K
NWMG
1986
National Wealth Management Group
Ohio
$706K
RWS
1987
Resolute Wealth Strategies
Mississippi
$705K
CCFM
1988
Clear Creek Financial Management
Washington
$705K
FAIM
1989
Financial Advocates Investment Management
Washington
$704K
SFG
1990
Sovereign Financial Group
Connecticut
$702K
TA
1991
TCM Advisors
West Virginia
$697K
EWM
1992
Evermay Wealth Management
Virginia
$695K
LL
1993
LPWM LLC
Minnesota
$694K
EFG
1994
Everhart Financial Group
Ohio
$692K
CBT
1995
CoreFirst Bank & Trust
Kansas
$692K
FMC
1996
First Merchants Corp
Indiana
$692K
EWM
1997
Echo Wealth Management
Minnesota
$691K
CAGAS
1998
Capital Advisory Group Advisory Services
Minnesota
$689K
AFA
1999
AA Financial Advisors
Ohio
$688K
NONA
2000
Ninety One North America
New York
$688K