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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
CFP
2926
Curran Financial Partners
South Carolina
$200K
WW
2927
Westshore Wealth
California
$200K
OW
2928
Olistico Wealth
Oklahoma
$200K
BFO
2929
Biltmore Family Office
North Carolina
$200K
PWA
2930
Physician Wealth Advisors
Utah
$199K
FCMT
2931
Founders Capital Management (Texas)
Texas
$199K
MIFH
2932
Migdal Insurance & Financial Holdings
Israel
$195K
FUBT
2933
First United Bank & Trust
Maryland
$193K
HFS
2934
Horizon Financial Services
North Carolina
$191K
1IA
2935
1620 Investment Advisors
Massachusetts
$191K
DI
2936
DAGCO Inc
Ohio
$189K
NWWA
2937
New Wave Wealth Advisors
Arkansas
$188K
CPG
2938
Cornerstone Planning Group
New Jersey
$187K
ACA
2939
American Capital Advisory
Idaho
$186K
BWL
2940
Bogart Wealth LLC
Virginia
$184K
GTAM
2941
Global Trust Asset Management
Florida
$184K
MWM
2942
Mascoma Wealth Management
New Hampshire
$182K
DMIC
2943
Dixon Mitchell Investment Counsel
British Columbia, Canada
$176K
KFG
2944
Kingdom Financial Group
Arizona
$175K
DCM
2945
Davis Capital Management
Florida
$175K
SN
2946
Sittner & Nelson
Oregon
$172K
CB
2947
Centennial Bank
Arkansas
$170K
OPTFSNA
2948
Old Point Trust & Financial Services N A
Virginia
$168K
DWA
2949
Dougherty Wealth Advisers
Minnesota
$168K
CA
2950
Crewe Advisors
Utah
$165K