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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
NCMW
2951
Northern Capital Management (Washington)
Washington
$203K
NC
2952
NewSquare Capital
Pennsylvania
$203K
LFP
2953
Lakeshore Financial Planning
Michigan
$203K
TWM
2954
TriaGen Wealth Management
California
$202K
SW
2955
SkyOak Wealth
Michigan
$202K
LC
2956
Lawood & Co
Pennsylvania
$202K
TVAMP
2957
Tennessee Valley Asset Management Partners
Tennessee
$202K
GCM
2958
G2 Capital Management
Ohio
$202K
AFAS
2959
Acorn Financial Advisory Services
Virginia
$201K
SIA
2960
Strategic Investment Advisors
Michigan
$201K
CWMGO
2961
Capstone Wealth Management Group (Oregon)
Oregon
$201K
LBC
2962
Leigh Baldwin & Co
New York
$201K
HW
2963
HORAN Wealth
Ohio
$201K
CFP
2964
Curran Financial Partners
South Carolina
$200K
WW
2965
Westshore Wealth
California
$200K
OW
2966
Olistico Wealth
Oklahoma
$200K
BFO
2967
Biltmore Family Office
North Carolina
$200K
PWA
2968
Physician Wealth Advisors
Utah
$199K
FCMT
2969
Founders Capital Management (Texas)
Texas
$199K
MIFH
2970
Migdal Insurance & Financial Holdings
Israel
$195K
FUBT
2971
First United Bank & Trust
Maryland
$193K
HFS
2972
Horizon Financial Services
North Carolina
$191K
1IA
2973
1620 Investment Advisors
Massachusetts
$191K
DI
2974
DAGCO Inc
Ohio
$189K
NWWA
2975
New Wave Wealth Advisors
Arkansas
$188K