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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
APC
2026
Aspire Private Capital
North Carolina
$656K
CA
2027
CoreCap Advisors
Michigan
$654K
SFS
2028
Stiles Financial Services
Minnesota
$653K
CCP
2029
Cassia Capital Partners
North Carolina
$653K
SB
2030
Simmons Bank
Arkansas
$652K
DWM
2031
Drive Wealth Management
Utah
$650K
EW
2032
Elyxium Wealth
California
$649K
PMSA
2033
Patrick M. Sweeney & Associates
Illinois
$648K
HWA
2034
HCR Wealth Advisors
California
$648K
GSEP
2035
Golden State Equity Partners
California
$648K
LWM
2036
LJI Wealth Management
Indiana
$647K
ESB
2037
Essex Savings Bank
Connecticut
$647K
IFS
2038
Ifrah Financial Services
Arkansas
$646K
DAM
2039
Diamant Asset Management
Connecticut
$646K
WPA
2040
West Paces Advisors
Georgia
$645K
WAM
2041
Weinberger Asset Management
California
$644K
LAM
2042
Lewis Asset Management
California
$643K
BCP
2043
Berkeley Capital Partners
Georgia
$642K
YIM
2044
Yoffe Investment Management
Pennsylvania
$642K
CWM
2045
Cornerstone Wealth Management
Missouri
$641K
GWA
2046
Gratus Wealth Advisors
Virginia
$639K
TWM
2047
Thrive Wealth Management
Pennsylvania
$638K
GWCM
2048
Godshalk Welsh Capital Management
Pennsylvania
$638K
GWP
2049
Gateway Wealth Partners
Wisconsin
$637K
RL
2050
Rogco LP
Oklahoma
$634K