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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
CTC
1476
Cetera Trust Company
Minnesota
$1.56M
KWM
1477
Kassira Wealth Management
Tennessee
$1.56M
DWP
1478
Daymark Wealth Partners
Ohio
$1.56M
DFC
1479
DB Fitzpatrick & Co
Idaho
$1.56M
MAWA
1480
Moss Adams Wealth Advisors
Washington
$1.55M
KIM
1481
Kestra Investment Management
Texas
$1.55M
WFA
1482
Wellspring Financial Advisors
Ohio
$1.55M
SFWA
1483
Summit Financial Wealth Advisors
Louisiana
$1.55M
LTAS
1484
Linden Thomas Advisory Services
North Carolina
$1.54M
PWAM
1485
Private Wealth Asset Management
Iowa
$1.54M
CAU
1486
Caxton Associates (UK)
$1.54M
HIC
1487
Harvey Investment Company
Kentucky
$1.54M
PCS
1488
Personal CFO Solutions
New Jersey
$1.53M
SP
1489
Stablepoint Partners
Massachusetts
$1.53M
1C
1490
111 Capital
France
$1.53M
FBT
1491
First Bankers Trust
Kentucky
$1.52M
RCM
1492
Radnor Capital Management
Pennsylvania
$1.52M
JFA
1493
JNBA Financial Advisors
Minnesota
$1.52M
OC
1494
Oarsman Capital
Wisconsin
$1.52M
AB
1495
ANB Bank
Colorado
$1.52M
TSWM
1496
Triangle Securities Wealth Management
North Carolina
$1.52M
HPC
1497
HM Payson & Co
Maine
$1.51M
CPA
1498
Capital Planning Advisors
California
$1.51M
GWANC
1499
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.51M
RIA
1500
Regal Investment Advisors
Michigan
$1.51M