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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
PSIWM
2826
Paradigm Strategies in Wealth Management
Minnesota
$238K
MEG
2827
Millstone Evans Group
Colorado
$238K
MAA
2828
Matrix Asset Advisors
New York
$238K
CPC
2829
Cookson Peirce & Co
Pennsylvania
$238K
PHWM
2830
Pine Harbor Wealth Management
Maryland
$237K
CF
2831
Clarity Financial
Texas
$237K
CCM
2832
Check Capital Management
California
$237K
DWM
2833
DecisionMap Wealth Management
Virginia
$237K
UWP
2834
Uniting Wealth Partners
Kansas
$237K
PNFS
2835
PW Nova Financial Services
Pennsylvania
$237K
TF
2836
Threadgill Financial
Texas
$237K
RFA
2837
Rollins Financial Advisors
New York
$236K
GAM
2838
Gemmer Asset Management
California
$236K
WW
2839
Windle Wealth
Oklahoma
$235K
GSIAS
2840
Garden State Investment Advisory Services
New Jersey
$235K
PSP
2841
Principal Street Partners
Tennessee
$235K
VA
2842
Veratis Advisors
North Carolina
$235K
CFS
2843
Coordinated Financial Services
Colorado
$235K
PBO
2844
Peoples Bank (Ohio)
Ohio
$235K
FCIM
2845
Fairview Capital Investment Management
California
$234K
TBT
2846
Texas Bank & Trust
Texas
$234K
BWP
2847
Bernardo Wealth Planning
Pennsylvania
$233K
BWG
2848
Berry Wealth Group
Texas
$233K
WWG
2849
West Wealth Group
California
$233K
RF
2850
Rossby Financial
Florida
$233K