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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
USWIA
2001
UP Strategic Wealth Investment Advisors
Pennsylvania
$688K
CAM
2002
Congress Asset Management
Massachusetts
$687K
LSA
2003
Lion Street Advisors
Texas
$682K
WMA
2004
West Michigan Advisors
Michigan
$682K
THCM
2005
Taylor Hoffman Capital Management
Virginia
$681K
ACA
2006
Atlas Capital Advisors
Wyoming
$680K
CP
2007
Covenant Partners
Tennessee
$679K
KFA
2008
Kelleher Financial Advisors
New York
$678K
ANC
2009
Ames National Corp
Iowa
$678K
SHGA
2010
Sand Hill Global Advisors
California
$675K
EPA
2011
Element Pointe Advisors
Florida
$671K
FFA
2012
Florida Financial Advisors
Florida
$671K
RCM
2013
Requisite Capital Management
Texas
$670K
CSPIA
2014
Cary Street Partners Investment Advisory
Virginia
$668K
ARMT
2015
Amica Retiree Medical Trust
Rhode Island
$668K
4WM
2016
44 Wealth Management
Oregon
$668K
4WM
2017
49 Wealth Management
Texas
$665K
FTC
2018
Farmers Trust Company
Ohio
$664K
ATC
2019
Adirondack Trust Company
New York
$663K
CA
2020
Cambridge Advisors
Nebraska
$662K
WCM
2021
Wallace Capital Management
Texas
$661K
JWWM
2022
Johnson & White Wealth Management
Pennsylvania
$661K
NFG
2023
Nations Financial Group
Iowa
$659K
LWM
2024
Lodestone Wealth Management
Washington
$659K
BC
2025
Bridgefront Capital
Texas
$657K