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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
TFCP
2076
Twin Focus Capital Partners
Massachusetts
$601K
KJHP
2077
K.J. Harrison & Partners
Ontario, Canada
$600K
CMS
2078
Capital Market Strategies
Florida
$600K
SPL
2079
Smart Portfolios LLC
Washington
$600K
MAM
2080
McLean Asset Management
Virginia
$599K
SPA
2081
Sherbrooke Park Advisers
New York
$599K
KAM
2082
KEB Asset Management
Illinois
$596K
BOSSRA
2083
B.O.S.S. Retirement Advisors
Utah
$595K
API
2084
Asset Planning Inc
California
$593K
1SB
2085
1ST Source Bank
Indiana
$591K
VCP
2086
Verus Capital Partners
Arizona
$590K
WLIM
2087
White Lighthouse Investment Management
Massachusetts
$589K
PBK
2088
Peoples Bank (Kansas)
Kansas
$589K
SB
2089
Sunflower Bank
Texas
$589K
PA
2090
Persium Advisors
Georgia
$589K
LPFG
2091
Landing Point Financial Group
Ohio
$587K
AG
2092
AmeriFlex Group
Nevada
$587K
FC
2093
Fairscale Capital
New Hampshire
$585K
ATS
2094
Ashton Thomas Securities
New York
$585K
MIM
2095
Moseley Investment Management
Florida
$584K
BWM
2096
BCS Wealth Management
Tennessee
$584K
CWM
2097
Centurion Wealth Management
Virginia
$583K
HCA
2098
Heck Capital Advisors
Wisconsin
$580K
FBFS
2099
First Business Financial Services
Wisconsin
$580K
APG
2100
Abacus Planning Group
South Carolina
$577K