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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
CWP
1501
Cyndeo Wealth Partners
Florida
$1.5M
BL
1502
Balentine LLC
Georgia
$1.5M
WFI
1503
West Family Investments
California
$1.5M
SP
1504
SWS Partners
Ohio
$1.5M
CWP
1505
Capital Wealth Planning
Florida
$1.5M
KIA
1506
Knollwood Investment Advisory
Maryland
$1.49M
PCH
1507
PGIM Custom Harvest
New Jersey
$1.49M
RWPA
1508
Richard W. Paul & Associates
Michigan
$1.49M
ISWM
1509
Independent Solutions Wealth Management
New York
$1.49M
TAM
1510
Tealwood Asset Management
Minnesota
$1.49M
ST
1511
Sentinel Trust
Texas
$1.49M
JPWM
1512
Jamison Private Wealth Management
Georgia
$1.49M
SCM
1513
SCS Capital Management
Massachusetts
$1.48M
BA
1514
Bridgewater Advisors
New York
$1.48M
BC
1515
Bridgefront Capital
Texas
$1.48M
AWA
1516
Argo Wealth Advisory
Virginia
$1.48M
CC
1517
Courier Capital
New York
$1.47M
AGC
1518
Aspen Grove Capital
Colorado
$1.47M
FFS
1519
Founders Financial Securities
Maryland
$1.47M
FAM
1520
Formidable Asset Management
Ohio
$1.46M
OL
1521
Optas LLC
Texas
$1.46M
BHB
1522
Bank Hapoalim BM
Israel
$1.46M
OCM
1523
One Capital Management
California
$1.46M
EFG
1524
Everhart Financial Group
Ohio
$1.45M
KP
1525
Keel Point
Alabama
$1.45M