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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
CWA
2676
Crux Wealth Advisors
California
$276K
HWM
2677
Horizon Wealth Management
Illinois
$275K
LWP
2678
LFG Wealth Partners
Kentucky
$275K
CFGA
2679
Cambridge Financial Group (Arizona)
Arizona
$274K
SWA
2680
Sax Wealth Advisors
New Jersey
$274K
TFG
2681
Team Financial Group
California
$274K
CCM
2682
Copeland Capital Management
Pennsylvania
$274K
CL
2683
CVFG LLC
Indiana
$273K
SI
2684
Stonekeep Investments
New Mexico
$273K
HWMC
2685
Heritage Wealth Management (California)
California
$272K
PM
2686
Pembroke Management
Quebec, Canada
$272K
MWA
2687
Motive Wealth Advisors
Michigan
$271K
PTC
2688
Philadelphia Trust Company
Pennsylvania
$271K
FC
2689
Financial Council
Maryland
$271K
BFA
2690
Bill Few Associates
Pennsylvania
$270K
MGI
2691
Miller Global Investments
Texas
$270K
VC
2692
Vestor Capital
Illinois
$270K
CPIA
2693
Cornell Pochily Investment Advisors
New York
$270K
IA
2694
Insight Advisors
Pennsylvania
$270K
CWA
2695
Canvas Wealth Advisors
Kansas
$269K
CWP
2696
Curated Wealth Partners
California
$269K
SL
2697
Summitry LLC
California
$268K
PWM
2698
Pines Wealth Management
North Carolina
$268K
EPP
2699
ETF Portfolio Partners
Kansas
$268K
MIM
2700
MTM Investment Management
South Carolina
$267K