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UnitedHealth

3,284 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 408 funds opening new positions, 1,115 increasing their positions, 1,493 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 (-$5.07B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,115 | Existing positions reduced: 1,493

Holders
3,284
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
RRWA
3426
Rainey & Randall Wealth Advisors
Florida
KWS
3427
Keystone Wealth Services
California
OAM
3428
Occidental Asset Management
California
TCMP
3429
Thrive Capital Management (Pennsylvania)
Pennsylvania
CPSC
3430
Carl P. Sherr & Co
Massachusetts
WCAMG
3431
Woodard & Company Asset Management Group
North Carolina
SWM
3432
StoneCrest Wealth Management
Arizona
FCM
3433
FJ Capital Management
Virginia
TFA
3434
Tobias Financial Advisors
Florida
FFG
3435
Fiduciary Financial Group
California
OPA
3436
Old Port Advisors
Maine
AA
3437
AJ Advisors
Tennessee
PRS
3438
Pinkerton Retirement Specialists
Idaho
FA
3439
Fountainhead AM
New Jersey
PMG
3440
Private Management Group
California
RA
3441
Rise Advisors
New York
TW
3442
Towerpoint Wealth
California
FWM
3443
Forza Wealth Management
Florida
PWA
3444
Prairie Wealth Advisors
Nebraska
CWA
3445
CJM Wealth Advisers
Virginia
ELM
3446
Elite Life Management
Florida
WAM
3447
Walker Asset Management
Missouri
CWG
3448
Crown Wealth Group
North Carolina
SIP
3449
Sellwood Investment Partners
Oregon
IFO
3450
Independent Family Office
New York