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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
CWM
1601
Chesapeake Wealth Management
Virginia
$1.27M
SIAG
1602
Safeguard Investment Advisory Group
California
$1.26M
OAM
1603
Oak Asset Management
California
$1.26M
CNFG
1604
Creegan & Nassoura Financial Group
New Hampshire
$1.26M
ERWM
1605
Elk River Wealth Management
Colorado
$1.26M
GCP
1606
Guardian Capital (Pennsylvania)
Pennsylvania
$1.25M
DCM
1607
DGS Capital Management
New Jersey
$1.25M
CP
1608
Canopy Partners
Ohio
$1.25M
RC
1609
Rovin Capital
Arizona
$1.25M
NRC
1610
New Republic Capital
North Carolina
$1.25M
WWM
1611
Whalen Wealth Management
Nevada
$1.25M
FM
1612
Foster & Motley
Ohio
$1.24M
TA
1613
Townsend & Associates
Colorado
$1.24M
IA
1614
IFG Advisory
Georgia
$1.23M
GBT
1615
Grove Bank & Trust
Florida
$1.23M
NI
1616
NCP Inc
California
$1.23M
PWP
1617
Precedent Wealth Partners
Texas
$1.23M
CVA
1618
Central Valley Advisors
California
$1.22M
1W
1619
1776 Wealth
Georgia
$1.22M
EIG
1620
Ellenbecker Investment Group
Wisconsin
$1.22M
PFS
1621
Prospect Financial Services
New York
$1.22M
UHC
1622
Union Heritage Capital
Michigan
$1.22M
PG
1623
Patten Group
Tennessee
$1.22M
LCC
1624
Lincoln Capital Corp
Rhode Island
$1.22M
TAFW
1625
Tred Avon Family Wealth
Maryland
$1.22M