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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
CA
2651
CGN Advisors
Kansas
$285K
LA
2652
Latitude Advisors
Florida
$285K
RYIA
2653
Roehl & Yi Investment Advisors
Oregon
$285K
BAS
2654
Breakthru Advisory Services
Wisconsin
$284K
TPW
2655
Transatlantique Private Wealth
New York
$283K
DFA
2656
Davies Financial Advisors
California
$283K
GA
2657
GSG Advisors
New Jersey
$283K
BBA
2658
Braun-Bostich & Associates
Pennsylvania
$282K
CWA
2659
CM Wealth Advisors
Ohio
$282K
PWM
2660
Purus Wealth Management
California
$281K
PCA
2661
PMV Capital Advisers
Texas
$281K
CFA
2662
Capstone Financial Advisors
Illinois
$281K
HC
2663
Hoese & Co
Minnesota
$281K
GWAM
2664
Guardian Wealth Advisors (Minnesota)
Minnesota
$280K
BP
2665
BBR Partners
New York
$280K
BSTWA
2666
Blake Schutter Theil Wealth Advisors
Ohio
$280K
OWG
2667
Oxford Wealth Group
Florida
$279K
PMFA
2668
Plante Moran Financial Advisors
Michigan
$279K
BBI
2669
Baxter Bros Inc
Connecticut
$278K
CIG
2670
Cairn Investment Group
Washington
$278K
BHIA
2671
Birch Hill Investment Advisors
Massachusetts
$277K
CCWP
2672
Cedar Cove Wealth Partners
Minnesota
$277K
RG
2673
Renaissance Group
Kentucky
$277K
RCG
2674
Regatta Capital Group
California
$276K
LC
2675
Lavaca Capital
Texas
$276K