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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
CWM
2776
Cherrydale Wealth Management
New Jersey
$253K
FFC
2777
Frederick Financial Consultants
Maryland
$253K
GIP
2778
Greatmark Investment Partners
Georgia
$253K
BWFA
2779
Baltimore-Washington Financial Advisors
Maryland
$252K
FWM
2780
Foguth Wealth Management
Michigan
$252K
GMFG
2781
Greater Midwest Financial Group
Minnesota
$252K
RCM
2782
Raleigh Capital Management
North Carolina
$252K
TA
2783
TrueWealth Advisors
Alabama
$251K
CNTOF
2784
Canandaigua National Trust of Florida
New York
$250K
BFA
2785
Beacon Financial Advisory
Ohio
$250K
SWM
2786
Stronghold Wealth Management
Florida
$250K
AA
2787
Auxano Advisors
Washington
$249K
LWMI
2788
Legacy Wealth Management (Idaho)
Idaho
$249K
TF
2789
Trek Financial
Arizona
$248K
SOAMC
2790
Spirit of America Management Corp
New York
$248K
SAA
2791
Southeast Asset Advisors
Georgia
$248K
WIA
2792
Wetzel Investment Advisors
Indiana
$247K
RFW
2793
Rainier Family Wealth
Washington
$246K
FDP
2794
Financiere des Professionnels
Quebec, Canada
$246K
TCM
2795
Towercrest Capital Management
Pennsylvania
$246K
DWP
2796
Destiny Wealth Partners
Florida
$246K
VIP
2797
Vista Investment Partners
Oklahoma
$246K
SF
2798
Seros Financial
Arizona
$245K
ANBOT
2799
American National Bank of Texas
Texas
$245K
DWM
2800
Ducere Wealth Management
California
$244K