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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
SRC
1451
Shufro Rose & Co
New York
$1.66M
IAS
1452
IMA Advisory Services
Colorado
$1.66M
RP
1453
Rowlandmiller & Partners
Georgia
$1.65M
KFAS
1454
Keating Financial Advisory Services
Kansas
$1.65M
GWP
1455
Gen-Wealth Partners
Michigan
$1.65M
VIM
1456
Vista Investment Management
Pennsylvania
$1.65M
AWM
1457
Accurate Wealth Management
Florida
$1.64M
AC
1458
Avestar Capital
New York
$1.63M
FA
1459
Fagan Associates
New York
$1.61M
PWMG
1460
Prestige Wealth Management Group
New Jersey
$1.61M
SSI
1461
Scott & Selber Inc
Texas
$1.61M
SVWAG
1462
Sound View Wealth Advisors Group
Georgia
$1.6M
STB
1463
S&T Bank
Pennsylvania
$1.6M
RWC
1464
Rare Wolf Capital
Washington
$1.59M
HNW
1465
High Note Wealth
Minnesota
$1.59M
CFA
1466
Cahill Financial Advisors
Minnesota
$1.59M
PCM
1467
Ping Capital Management
New York
$1.58M
CPCM
1468
Cardinal Point Capital Management
Ontario, Canada
$1.58M
MWC
1469
MBM Wealth Consultants
Missouri
$1.58M
MFA
1470
Mayflower Financial Advisors
Massachusetts
$1.58M
MMM
1471
Mendel Money Management
Illinois
$1.58M
KHCM
1472
Kirtland Hills Capital Management
Ohio
$1.57M
KAS
1473
KPP Advisory Services
Kentucky
$1.57M
PPWP
1474
Premier Path Wealth Partners
New Jersey
$1.57M
DE
1475
Diversified Enterprises
Delaware
$1.57M