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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
TW
3451
Towerpoint Wealth
California
FWM
3452
Forza Wealth Management
Florida
PWA
3453
Prairie Wealth Advisors
Nebraska
CWA
3454
CJM Wealth Advisers
Virginia
ELM
3455
Elite Life Management
Florida
CWG
3456
Crown Wealth Group
North Carolina
WAM
3457
Walker Asset Management
Missouri
SIP
3458
Sellwood Investment Partners
Oregon
IFO
3459
Independent Family Office
New York
SW
3460
SMART Wealth
Nebraska
CAG
3461
Centerpoint Advisory Group
Kansas
EMC
3462
Everest Management Corp
California
AIMC
3463
Alley Investment Management Company
Illinois
LAS
3464
LWM Advisory Services
Florida
AA
3465
Alesco Advisors
New York
FF
3466
Francis Financial
HI
3467
Hudock Inc
Pennsylvania
LCM
3468
Leisure Capital Management
California
LWM
3469
Liberty Wealth Management
California
NAM
3470
NTV Asset Management
West Virginia
DTC
3471
Davidson Trust Company
Washington
JC
3472
JBGlobal.com
New York
MCM
3473
Monument Capital Management
Virginia
D
3474
Dentgroup
Louisiana
PA
3475
Probity Advisors
Texas