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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
RWA
2101
Rooted Wealth Advisors
Illinois
$575K
IA
2102
Inspire Advisors
Idaho
$574K
CWIG
2103
Chung Wu Investment Group
Texas
$574K
CP
2104
Castleview Partners
Texas
$574K
EFG
2105
Ethos Financial Group
Pennsylvania
$574K
BWM
2106
Buska Wealth Management
Wisconsin
$573K
MFWP
2107
Mosaic Family Wealth Partners
Missouri
$572K
AI
2108
AXS Investments
New York
$571K
Fuller & Thaler Asset Management
2109
Fuller & Thaler Asset Management
California
$571K
UAG
2110
United Advisor Group
Ohio
$571K
MWA
2111
Midland Wealth Advisors
Illinois
$567K
APA
2112
Astoria Portfolio Advisors
New York
$565K
RWA
2113
Redhawk Wealth Advisors
Minnesota
$565K
FAT
2114
First American Trust
California
$565K
SC
2115
Sierra Capital
Florida
$564K
FWP
2116
Forefront Wealth Partners
Texas
$563K
TWG
2117
The Wealth Group
Minnesota
$562K
CMANY
2118
Capital Management Associates (New York)
New York
$562K
RFO
2119
RiverGlades Family Offices
Florida
$562K
SCP
2120
Sivia Capital Partners
California
$561K
FWMP
2121
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$561K
NFA
2122
Northern Financial Advisors
Michigan
$561K
PIM
2123
Profit Investment Management
Maryland
$558K
MQWP
2124
Morey & Quinn Wealth Partners
Nebraska
$555K
GHA
2125
Granite Harbor Advisors
Texas
$554K