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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
BW
2326
Blalock Williams
Alabama
$421K
CFSG
2327
Clark Financial Services Group
Missouri
$420K
PPWM
2328
Paragon Private Wealth Management
Kentucky
$420K
HFP
2329
Holistic Financial Partners
Indiana
$420K
PC
2330
Prairiewood Capital
North Dakota
$419K
CCA
2331
Coign Capital Advisors
Utah
$418K
FRM
2332
Fox Run Management
Connecticut
$418K
RFA
2333
Resurgent Financial Advisors
Georgia
$417K
CCG
2334
Coastwise Capital Group
California
$417K
OWA
2335
One Wealth Advisors
California
$413K
HNWAG
2336
High Net Worth Advisory Group
Florida
$412K
FOA
2337
Five Oceans Advisors
California
$412K
BPW
2338
Bingham Private Wealth
California
$411K
ODFS
2339
O'Donnell Financial Services
California
$411K
SP
2340
Successful Portfolios
Florida
$409K
GWSG
2341
GPS Wealth Strategies Group
Colorado
$407K
ABLA
2342
Alan B. Lancz & Associates
Ohio
$407K
WDC
2343
Woodward Diversified Capital
California
$407K
PPW
2344
Parcion Private Wealth
Washington
$406K
FWTB
2345
First Western Trust Bank
Colorado
$406K
AFA
2346
Allium Financial Advisors
Oregon
$405K
BDF
2347
Black Diamond Financial
Maryland
$405K
MFG
2348
Menard Financial Group
Texas
$404K
NF
2349
NavPoint Financial
Minnesota
$404K
PMFA
2350
Plante Moran Financial Advisors
Michigan
$403K