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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
SPAS
2226
Spectrum Planning & Advisory Services
California
$485K
BA
2227
Bluesphere Advisors
Pennsylvania
$485K
TPWA
2228
TRUE Private Wealth Advisors
Oregon
$484K
WFA
2229
WMG Financial Advisors
Tennessee
$484K
SOAMC
2230
Spirit of America Management Corp
New York
$484K
KCPG
2231
Kavar Capital Partners Group
Kansas
$482K
WAG
2232
Winthrop Advisory Group
Massachusetts
$482K
BFA
2233
Buttonwood Financial Advisors
Maryland
$482K
LA
2234
Lifeworks Advisors
Michigan
$481K
AT
2235
Arlington Trust
Alabama
$481K
VP
2236
Verum Partners
North Carolina
$481K
FFA
2237
Fairfield Financial Advisors
Massachusetts
$479K
CA
2238
Cache Advisors
California
$479K
NWAG
2239
Net Worth Advisory Group
Utah
$479K
DIP
2240
DT Investment Partners
Pennsylvania
$478K
RFG
2241
RFP Financial Group
Georgia
$477K
SWP
2242
Summit Wealth Partners
Florida
$477K
GC
2243
Gilbert & Cook
Iowa
$477K
MWM
2244
Mindset Wealth Management
Indiana
$476K
FNBSF
2245
First National Bank Sioux Falls
South Dakota
$476K
NRWA
2246
North Ridge Wealth Advisors
Oregon
$475K
DA
2247
Detalus Advisors
Missouri
$475K
GIM
2248
Grassi Investment Management
California
$473K
DF
2249
Dunhill Financial
United Kingdom
$472K
GKWIM
2250
Gerber Kawasaki Wealth & Investment Management
California
$472K