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UnitedHealth

3,247 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,111 increasing their positions, 1,485 reducing their positions, and 211 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $254B → $248B (-$5.75B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 1,485

Holders
3,247
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.7B
Puts
$17.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
2576
Summit Wealth & Retirement Planning
California
$315K
ASG
2577
Ariston Services Group
California
$315K
PPW
2578
Pasadena Private Wealth
California
$314K
HPM
2579
Hoxton Planning & Management
West Virginia
$314K
IWS
2580
Integrity Wealth Solutions
Colorado
$314K
BDF
2581
Black Diamond Financial
Maryland
$313K
IIM
2582
IFC & Insurance Marketing
California
$313K
ATC
2583
Adirondack Trust Company
New York
$313K
HA
2584
Heartland Advisors
Wisconsin
$312K
VST
2585
Van Strum & Towne
California
$312K
BAM
2586
Brave Asset Management
New Jersey
$312K
BMC
2587
Benin Management Corp
Connecticut
$311K
FFA
2588
Founders Financial Alliance
North Carolina
$310K
ITIM
2589
Indiana Trust & Investment Management
Indiana
$309K
SGK
2590
Steigerwald Gordon & Koch
Virginia
$309K
DWM
2591
Destination Wealth Management
California
$308K
CFM
2592
Cornerstone Financial Management
Massachusetts
$308K
SCA
2593
Stillwater Capital Advisors
Pennsylvania
$307K
TC
2594
TwinBeech Capital
New York
$307K
VC
2595
Veracity Capital
Georgia
$307K
WTA
2596
Washington Trust Advisors
Massachusetts
$306K
FHC
2597
First Heartland Consultants
Missouri
$306K
RWI
2598
Red Wave Investments
Pennsylvania
$306K
AA
2599
ABC Arbitrage
France
$306K
NECFA
2600
New England Capital Financial Advisors
Connecticut
$305K