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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
ACP
2126
Arcus Capital Partners
Georgia
$552K
RWM
2127
Riverbend Wealth Management
South Carolina
$550K
AC
2128
Allstate Corporation
Illinois
$548K
JWBC
2129
J.W. Burns & Co
New York
$548K
MPCL
2130
My Personal CFO LLC
Washington
$547K
SFS
2131
Summit Financial Strategies
Ohio
$547K
SIM
2132
Synergy Investment Management
Florida
$547K
AIA
2133
Affinity Investment Advisors
California
$546K
PCM
2134
Presidio Capital Management
California
$545K
VBFP
2135
Valtinson Bruner Financial Planning
Minnesota
$545K
PCM
2136
Piedmont Capital Management
Montana
$543K
CAC
2137
Certified Advisory Corp
Florida
$542K
AWE
2138
Avidian Wealth Enterprises
Texas
$542K
IWA
2139
Invera Wealth Advisors
Oregon
$541K
PWP
2140
Phillips Wealth Planners
Mississippi
$541K
FFWA
2141
FRG Family Wealth Advisors
Washington
$540K
SWA
2142
SFMG Wealth Advisors
Texas
$540K
TNA
2143
True North Advisors
Texas
$539K
WWA
2144
Wisconsin Wealth Advisors
Wisconsin
$538K
GLLW
2145
Graves Light Lenhart Wealth
Virginia
$537K
APWA
2146
Atlas Private Wealth Advisors
New Jersey
$536K
SOS
2147
Silver Oak Securities
Tennessee
$536K
CNB
2148
Camden National Bank
Maine
$536K
V
2149
VeraBank
Texas
$535K
SPWG
2150
Syntegra Private Wealth Group
Missouri
$534K