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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
AGP
2301
Aspire Growth Partners
Florida
$434K
KSWWM
2302
Keyes Stange & Wooten Wealth Management
Florida
$434K
WWM
2303
Whalen Wealth Management
Nevada
$433K
DWM
2304
Dogwood Wealth Management
Kansas
$433K
DI
2305
Disciplined Investors
Texas
$433K
G
2306
GenTrust
Florida
$432K
BLC
2307
Brown, Lisle/Cummings
Rhode Island
$432K
WQ
2308
Wealth Quarterback
New Jersey
$432K
CC
2309
Cypress Capital
Tennessee
$429K
CWM
2310
Cahaba Wealth Management
Georgia
$428K
SFP
2311
Shepherd Financial Partners
Massachusetts
$427K
GFA
2312
Gallagher Fiduciary Advisors
Illinois
$426K
HCP
2313
Holt Capital Partners
Texas
$426K
TA
2314
TrueWealth Advisors
Alabama
$426K
CFG
2315
Copley Financial Group
California
$426K
BCP
2316
Blackhawk Capital Partners
Wisconsin
$425K
BFAG
2317
Blackston Financial Advisory Group
Florida
$425K
FAM
2318
Flaharty Asset Management
Florida
$424K
WB
2319
Webster Bank
Connecticut
$424K
WCM
2320
Washington Capital Management
Washington
$423K
FBT
2321
First Bank & Trust
South Dakota
$422K
MHR
2322
Matthew Hamilton Rosenberg
$422K
BFIM
2323
Beese Fulmer Investment Management
Ohio
$421K
BA
2324
Birinyi Associates
Connecticut
$421K
EW
2325
Element Wealth
Mississippi
$421K