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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
TA
2751
TrueWealth Advisors
Alabama
$251K
CNTOF
2752
Canandaigua National Trust of Florida
New York
$250K
BFA
2753
Beacon Financial Advisory
Ohio
$250K
SWM
2754
Stronghold Wealth Management
Florida
$250K
AA
2755
Auxano Advisors
Washington
$249K
LWMI
2756
Legacy Wealth Management (Idaho)
Idaho
$249K
TF
2757
Trek Financial
Arizona
$248K
SOAMC
2758
Spirit of America Management Corp
New York
$248K
SAA
2759
Southeast Asset Advisors
Georgia
$248K
WIA
2760
Wetzel Investment Advisors
Indiana
$247K
RFW
2761
Rainier Family Wealth
Washington
$246K
FDP
2762
Financiere des Professionnels
Quebec, Canada
$246K
TCM
2763
Towercrest Capital Management
Pennsylvania
$246K
DWP
2764
Destiny Wealth Partners
Florida
$246K
VIP
2765
Vista Investment Partners
Oklahoma
$246K
SF
2766
Seros Financial
Arizona
$245K
ANBOT
2767
American National Bank of Texas
Texas
$245K
AA
2768
Argent Advisors
Louisiana
$244K
BRM
2769
Boston Research & Management
Massachusetts
$244K
EWS
2770
Evergreen Wealth Solutions
Pennsylvania
$244K
4WM
2771
4J Wealth Management
Virginia
$244K
WPW
2772
Watershed Private Wealth
Illinois
$244K
HBT
2773
Hills Bank & Trust
Iowa
$244K
NPT
2774
Nixon Peabody Trust
Massachusetts
$244K
MFP
2775
Meridian Financial Partners
Virginia
$243K