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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
GL
2276
Gerber LLC
Ohio
$456K
JGIA
2277
Jackson Grant Investment Advisers
Connecticut
$456K
FAFN
2278
First Affirmative Financial Network
Colorado
$455K
PNC
2279
Park National Corp
Ohio
$455K
PCM
2280
Pointe Capital Management
Michigan
$453K
IWA
2281
IVC Wealth Advisors
Pennsylvania
$453K
LA
2282
LVW Advisors
New York
$453K
EFSCE
2283
Enterprise Financial Services Corp (EFSC)
Missouri
$451K
GPI
2284
General Partner Inc
Pennsylvania
$451K
WN
2285
Williams & Novak
California
$450K
QFA
2286
Quantum Financial Advisors
California
$449K
FPCP
2287
Fort Point Capital Partners
California
$449K
SWCM
2288
Sullivan Wood Capital Management
District of Columbia
$447K
BWP
2289
Baldwin Wealth Partners
Massachusetts
$447K
FFC
2290
First Financial Corp
Indiana
$445K
MSS
2291
Mitchell Sinkler & Starr
Pennsylvania
$443K
DA
2292
Drake & Associates
Wisconsin
$443K
LIA
2293
LS Investment Advisors
Michigan
$440K
CCM
2294
Canal Capital Management
Virginia
$439K
TIA
2295
Traphagen Investment Advisors
New Jersey
$439K
BOPW
2296
Brandywine Oak Private Wealth
Pennsylvania
$438K
BMWS
2297
Brady Martz Wealth Solutions
North Dakota
$437K
NEWAS
2298
N.E.W. Advisory Services
Wisconsin
$436K
TIP
2299
Tandem Investment Partners
New Jersey
$436K
DI
2300
Diligent Investors
California
$435K