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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
CJ
2376
Caitlin John
Michigan
$385K
AFA
2377
Antonelli Financial Advisors
Michigan
$384K
TPWA
2378
Twin Peaks Wealth Advisors
California
$384K
WAM
2379
Worth Asset Management
Texas
$383K
HCM
2380
Hengehold Capital Management
Ohio
$383K
SWA
2381
SOA Wealth Advisors
New York
$381K
FWP
2382
Falcon Wealth Planning
California
$380K
BWA
2383
Bordeaux Wealth Advisors
California
$380K
MMCM
2384
Murphy & Mullick Capital Management
New York
$380K
TCM
2385
Traynor Capital Management
Pennsylvania
$380K
RWM
2386
Revisor Wealth Management
Ohio
$378K
NPFS
2387
Novak & Powell Financial Services
Florida
$377K
JF
2388
Jump Financial
Illinois
$377K
PAM
2389
PCG Asset Management
New Jersey
$375K
VI
2390
Versor Investments
New York
$375K
QFW
2391
QTR Family Wealth
Florida
$374K
SNBOSD
2392
Security National Bank of So Dak
Iowa
$373K
IRC
2393
Investors Research Corp
Georgia
$373K
CA
2394
Centerpoint Advisors
Massachusetts
$372K
SC
2395
Saturna Capital
Washington
$372K
VAG
2396
VisionPoint Advisory Group
Texas
$371K
SL
2397
Salomon & Ludwin
Virginia
$370K
CC
2398
Copperleaf Capital
North Carolina
$369K
CFFP
2399
Center for Financial Planning
Michigan
$369K
BC
2400
Barrett & Company
Rhode Island
$368K