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UnitedHealth

3,293 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 413 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 212 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: $253B → $248B (-$5.17B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,116 | Existing positions reduced: 1,495

Holders
3,293
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
IA
2726
Insight Advisors
Pennsylvania
$270K
CWA
2727
Canvas Wealth Advisors
Kansas
$269K
CWP
2728
Curated Wealth Partners
California
$269K
SL
2729
Summitry LLC
California
$268K
PWM
2730
Pines Wealth Management
North Carolina
$268K
EPP
2731
ETF Portfolio Partners
Kansas
$268K
MIM
2732
MTM Investment Management
South Carolina
$267K
TC
2733
Trilogy Capital
California
$267K
CVM
2734
Cheviot Value Management
California
$267K
WFA
2735
WJ Financial Advisors
Connecticut
$267K
CA
2736
Carson Advisory
Georgia
$266K
VCWA
2737
Vanguard Capital Wealth Advisors
Colorado
$265K
PWM
2738
Peterson Wealth Management
Nevada
$264K
PWW
2739
Pettyjohn Wood & White
Virginia
$263K
JWA
2740
JFS Wealth Advisors
Pennsylvania
$263K
ORC
2741
O'Rourke & Company
Massachusetts
$263K
AWAU
2742
Alliance Wealth Advisors (Utah)
Utah
$263K
AA
2743
Addison Advisors
Vermont
$263K
BAM
2744
Blueshift Asset Management
New Jersey
$263K
RI
2745
Ruggiero Investments
Florida
$263K
BCG
2746
BayBridge Capital Group
California
$262K
SP
2747
Symmetry Partners
Connecticut
$261K
OC
2748
Opinicus Capital
Florida
$261K
HA
2749
Hofer & Associates
California
$261K
ML
2750
Mayport LLC
Massachusetts
$260K