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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
SWA
2851
SOA Wealth Advisors
New York
$222K
TS
2852
TradeWell Securities
Indiana
$222K
TAP
2853
TSG Advice Partners
Ohio
$222K
PCM
2854
Princeton Capital Management
New Jersey
$221K
CASB
2855
Cape Ann Savings Bank
Massachusetts
$221K
ME
2856
McIlrath & Eck
Washington
$220K
SIC
2857
SJS Investment Consulting
Ohio
$220K
CWM
2858
Collaborative Wealth Management
Florida
$220K
BC
2859
Brio Consultants
California
$219K
DEM
2860
Disciplined Equity Management
Florida
$218K
AIA
2861
Accelerate Investment Advisors
California
$218K
IDA
2862
Intelligence Driven Advisers
California
$218K
EVL
2863
EJMK Ventures LLC
Illinois
$217K
PAG
2864
Powers Advisory Group
Illinois
$217K
CHA
2865
Cooper/Haims Advisors
New York
$217K
HFM
2866
Harvest Fund Management
China
$217K
AWM
2867
Ariadne Wealth Management
California
$217K
PFM
2868
Patton Fund Management
Texas
$217K
SCI
2869
Silver Coast Investments
United States
$216K
CFC
2870
Coyle Financial Counsel
Illinois
$216K
MCM
2871
Morton Capital Management
California
$216K
LC
2872
Landaas & Company
Wisconsin
$216K
AA
2873
Aufman Associates
Pennsylvania
$215K
TP
2874
Trailhead Planners
Minnesota
$215K
BMM
2875
Berkshire Money Management
Massachusetts
$215K