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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
TC
2701
Trilogy Capital
California
$267K
CVM
2702
Cheviot Value Management
California
$267K
WFA
2703
WJ Financial Advisors
Connecticut
$267K
CA
2704
Carson Advisory
Georgia
$266K
VCWA
2705
Vanguard Capital Wealth Advisors
Colorado
$265K
PWM
2706
Peterson Wealth Management
Nevada
$264K
PWW
2707
Pettyjohn Wood & White
Virginia
$263K
JWA
2708
JFS Wealth Advisors
Pennsylvania
$263K
ORC
2709
O'Rourke & Company
Massachusetts
$263K
AWAU
2710
Alliance Wealth Advisors (Utah)
Utah
$263K
AA
2711
Addison Advisors
Vermont
$263K
BAM
2712
Blueshift Asset Management
New Jersey
$263K
RI
2713
Ruggiero Investments
Florida
$263K
BCG
2714
BayBridge Capital Group
California
$262K
SP
2715
Symmetry Partners
Connecticut
$261K
OC
2716
Opinicus Capital
Florida
$261K
HA
2717
Hofer & Associates
California
$261K
ML
2718
Mayport LLC
Massachusetts
$260K
TCA
2719
Trifecta Capital Advisors
Illinois
$259K
WSFG
2720
Wall Street Financial Group
Illinois
$259K
CMP
2721
Christine Messmer PC
Pennsylvania
$258K
CAP
2722
Cordoba Advisory Partners
New York
$258K
MWP
2723
Meridian Wealth Partners
Pennsylvania
$258K
WKSWA
2724
White Knight Strategic Wealth Advisors
New Jersey
$257K
FFO
2725
Fiduciary Family Office
Florida
$257K