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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
BMA
2776
Brooks Moore & Associates
Tennessee
$243K
CWA
2777
Capital Wealth Alliance
Arizona
$243K
CG
2778
Clarus Group
Texas
$243K
CCM
2779
Crew Capital Management
Ohio
$241K
AWMG
2780
Alliance Wealth Management Group
New Jersey
$241K
BGAI
2781
Bruce G. Allen Investments
Colorado
$241K
PWC
2782
Pathfinder Wealth Consulting
North Carolina
$241K
EMAM
2783
Encompass More Asset Management
California
$240K
GC
2784
Grange Capital
Oregon
$240K
OCG
2785
Opus Capital Group
Ohio
$240K
BFG
2786
Beto Financial Group
Idaho
$240K
TA
2787
TruWealth Advisors
Louisiana
$239K
BSAM
2788
Blue Square Asset Management
New York
$239K
WN
2789
Williams & Novak
California
$238K
PAS
2790
PKS Advisory Services
New York
$238K
PSIWM
2791
Paradigm Strategies in Wealth Management
Minnesota
$238K
MEG
2792
Millstone Evans Group
Colorado
$238K
MAA
2793
Matrix Asset Advisors
New York
$238K
CPC
2794
Cookson Peirce & Co
Pennsylvania
$238K
PHWM
2795
Pine Harbor Wealth Management
Maryland
$237K
CF
2796
Clarity Financial
Texas
$237K
CCM
2797
Check Capital Management
California
$237K
DWM
2798
DecisionMap Wealth Management
Virginia
$237K
UWP
2799
Uniting Wealth Partners
Kansas
$237K
TF
2800
Threadgill Financial
Texas
$237K