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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
CTC
2251
Corundum Trust Company
South Dakota
$470K
PP
2252
PrairieView Partners
Minnesota
$469K
BFG
2253
Birch Financial Group
New Hampshire
$469K
FDP
2254
Financiere des Professionnels
Quebec, Canada
$468K
FLC
2255
Fifth Lane Capital
Texas
$468K
BIS
2256
BG Investment Services
Guam
$468K
BWA
2257
Brave Warrior Advisors
New York
$468K
CAWM
2258
Capital Advisors Wealth Management
Washington
$467K
HWM
2259
Hohimer Wealth Management
Washington
$466K
CIC
2260
Crawford Investment Counsel
Georgia
$466K
TF
2261
Tompkins Financial
New York
$466K
RC
2262
Rexford Capital
Texas
$465K
GWS
2263
Greykasell Wealth Strategies
California
$465K
CWM
2264
Challenger Wealth Management
California
$464K
FFWM
2265
Future Financial Wealth Management
Ohio
$464K
IP
2266
Investment Partners
Ohio
$464K
PA
2267
Prossimo Advisors
California
$462K
WAS
2268
Winch Advisory Services
Wisconsin
$462K
Members Trust
2269
Members Trust
Florida
$461K
MCM
2270
MV Capital Management
Maryland
$461K
CAL
2271
Capital Advisors Ltd
Ohio
$461K
RIA
2272
Realta Investment Advisors
Delaware
$461K
GHA
2273
GW Henssler & Associates
Georgia
$460K
MAM
2274
Marotta Asset Management
Virginia
$458K
PCM
2275
Pennsylvania Capital Management
Pennsylvania
$458K