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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
PAG
2151
Paladin Advisory Group
Iowa
$533K
AIIMS
2152
Analyst IMS Investment Management Services
Israel
$533K
KWA
2153
Kellett Wealth Advisors
Ohio
$532K
AMG
2154
Asset Management Group
Connecticut
$531K
WPC
2155
Waters Parkerson & Co
Louisiana
$530K
AWM
2156
Aviso Wealth Management
Washington
$530K
FSC
2157
Full Sail Capital
Oklahoma
$530K
CIP
2158
Convergence Investment Partners
Florida
$529K
DBRC
2159
D.B. Root & Company
Pennsylvania
$528K
MA
2160
MJP Associates
Connecticut
$528K
RFP
2161
Root Financial Partners
California
$528K
CFO
2162
CVA Family Office
Colorado
$528K
NSIM
2163
North Star Investment Management
Illinois
$528K
HAG
2164
HF Advisory Group
Maryland
$528K
DFA
2165
Davies Financial Advisors
California
$528K
WCM
2166
WealthBridge Capital Management
Ohio
$526K
CA
2167
Claris Advisors
Missouri
$526K
AC
2168
Apella Capital
Connecticut
$526K
AC
2169
ASB Consultores
Florida
$525K
PWM
2170
Proathlete Wealth Management
Florida
$523K
CCA
2171
Childress Capital Advisors
Texas
$523K
CW
2172
Code Waechter
Florida
$523K
IA
2173
Intellus Advisors
Florida
$522K
ABTD
2174
Arvest Bank Trust Division
Oklahoma
$522K
LC
2175
Lavaca Capital
Texas
$521K