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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
BCM
2201
Berbice Capital Management
New York
$509K
NB
2202
Northwest Bancshares
Pennsylvania
$509K
SFG
2203
Sunburst Financial Group
Alabama
$508K
JIR
2204
James Investment Research
Ohio
$508K
MA
2205
Maxele Advisors
Missouri
$507K
3IP
2206
3Chopt Investment Partners
Virginia
$506K
3F
2207
360 Financial
Minnesota
$505K
PWM
2208
Pines Wealth Management
North Carolina
$505K
ACM
2209
Absolute Capital Management
Pennsylvania
$504K
FFA
2210
Founders Financial Alliance
North Carolina
$504K
KFGK
2211
Keystone Financial Group (Kentucky)
Kentucky
$501K
MCI
2212
MRP Capital Investments
Georgia
$501K
MSCM
2213
McElhenny Sheffield Capital Management
Texas
$500K
AWP
2214
Axis Wealth Partners
Rhode Island
$500K
NA
2215
Navellier & Associates
Nevada
$500K
NRI
2216
NFP Retirement Inc
California
$500K
HA
2217
Harbor Advisors
Florida
$499K
GF
2218
Gries Financial
Ohio
$499K
TCB
2219
Texas Capital Bancshares
Texas
$497K
AWS
2220
Aspen Wealth Strategies
Colorado
$497K
FFM
2221
Fullerton Fund Management
Singapore
$493K
CWS
2222
Cypress Wealth Services
California
$492K
AFT
2223
Alpha Family Trust
California
$491K
MWPCG
2224
Measured Wealth Private Client Group
New Hampshire
$491K
BL
2225
Balentine LLC
Georgia
$488K