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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
TCA
2751
Trifecta Capital Advisors
Illinois
$259K
WSFG
2752
Wall Street Financial Group
Illinois
$259K
CMP
2753
Christine Messmer PC
Pennsylvania
$258K
CAP
2754
Cordoba Advisory Partners
New York
$258K
MWP
2755
Meridian Wealth Partners
Pennsylvania
$258K
WKSWA
2756
White Knight Strategic Wealth Advisors
New Jersey
$257K
FFO
2757
Fiduciary Family Office
Florida
$257K
FVWA
2758
Foster Victor Wealth Advisors
South Carolina
$257K
AW
2759
Alteri Wealth
California
$257K
MFG
2760
Mustico Financial Group
New York
$257K
AWM
2761
Aries Wealth Management
Maine
$257K
CF
2762
Convergence Financial
Missouri
$257K
HBCM
2763
Heron Bay Capital Management
Michigan
$256K
OAS
2764
Optivise Advisory Services
Tennessee
$256K
NERM
2765
New England Research & Management
Illinois
$256K
BSSFA
2766
Baron Silver Stevens Financial Advisors
Florida
$256K
WWMSC
2767
Wagner Wealth Management (South Carolina)
South Carolina
$255K
HFS
2768
Howard Financial Services
Texas
$255K
WC
2769
Westhampton Capital
North Carolina
$255K
LGG
2770
Luts & Greenleigh Group
Maryland
$255K
SAM
2771
Strategy Asset Managers
California
$254K
CTWM
2772
Cherry Tree Wealth Management
Minnesota
$254K
LAM
2773
Lifestyle Asset Management
Texas
$254K
WDA
2774
Wendell David Associates
New Hampshire
$253K
AFA
2775
American Financial Advisors
Georgia
$253K