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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
BL
2051
BFSG LLC
California
$634K
DWA
2052
Douglass Winthrop Advisors
New York
$632K
SIS
2053
Sound Income Strategies
Florida
$630K
VCWA
2054
Vanguard Capital Wealth Advisors
Colorado
$630K
AWM
2055
Aprio Wealth Management
Georgia
$629K
CWA
2056
Crux Wealth Advisors
California
$625K
LK
2057
Lumbard & Kellner
New Hampshire
$624K
EC
2058
Enhancing Capital
Pennsylvania
$624K
ECA
2059
Elevated Capital Advisors
Utah
$621K
FSA
2060
Franklin Street Advisors
North Carolina
$617K
RP
2061
Riverwater Partners
Wisconsin
$615K
UCB
2062
United Community Bank
South Carolina
$615K
CSB
2063
City State Bank
Iowa
$615K
SFWC
2064
Strategic Family Wealth Counselors
New Jersey
$614K
LIM
2065
Longfellow Investment Management
Massachusetts
$614K
JSAM
2066
J. Safra Asset Management
New York
$614K
WA
2067
WealthTrust Axiom
Pennsylvania
$611K
SIG
2068
Sargent Investment Group
Maryland
$609K
SA
2069
Sovran Advisors
California
$607K
FPWM
2070
FSB Premier Wealth Management
Iowa
$607K
CF
2071
Cyr Financial
Illinois
$606K
CF
2072
Cantor Fitzgerald
New York
$606K
IWP
2073
Invenio Wealth Partners
Florida
$604K
PIA
2074
Pinion Investment Advisors
Kansas
$602K
WA
2075
Wealthstream Advisors
New York
$601K