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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
WA
2426
Wambolt & Associates
Colorado
$355K
SGK
2427
Steigerwald Gordon & Koch
Virginia
$355K
WFA
2428
Wellspring Financial Advisors
Ohio
$354K
ML
2429
McAdam LLC
Pennsylvania
$354K
CCWM
2430
Correct Capital Wealth Management
Missouri
$354K
BBNB
2431
Baker Boyer National Bank
Washington
$353K
CIM
2432
Cambria Investment Management
California
$353K
HW
2433
Hamilton Wealth
California
$352K
SWA
2434
Strategies Wealth Advisors
Michigan
$351K
JTWM
2435
Jackson Thornton Wealth Management
Alabama
$350K
ACP
2436
Aviance Capital Partners
Florida
$350K
PSIWM
2437
Paradigm Strategies in Wealth Management
Minnesota
$350K
CIA
2438
Compass Ion Advisors
Pennsylvania
$350K
DWS
2439
Discipline Wealth Solutions
South Carolina
$348K
SWA
2440
Strata Wealth Advisors
Texas
$348K
CFO
2441
Custos Family Office
Texas
$347K
TTIC
2442
Tower Trust & Investment Company
Iowa
$346K
PCI
2443
Planning Center Inc
Illinois
$346K
LWP
2444
LeClair Wealth Partners
Ohio
$345K
DA
2445
Dillon & Associates
Michigan
$345K
VAF
2446
Values Added Financial
District of Columbia
$345K
OPOWM
2447
One Plus One Wealth Management
Florida
$344K
KDA
2448
Kraft Davis & Associates
Missouri
$344K
CPA
2449
Capital Performance Advisors
California
$344K
OIC
2450
Orion Investment Company
Missouri
$343K