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UnitedHealth

3,286 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 409 funds opening new positions, 1,114 increasing their positions, 1,494 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 (-$5.07B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,114 | Existing positions reduced: 1,494

Holders
3,286
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
TWM
1601
Thryve Wealth Management
Texas
$1.28M
FAN
1602
Financial Advisors Network
California
$1.28M
SCI
1603
Stableford Capital II
Arizona
$1.28M
PWP
1604
Pursue Wealth Partners
California
$1.28M
NP
1605
Nilsine Partners
Colorado
$1.27M
NIWA
1606
New Insight Wealth Advisors
California
$1.27M
LAM
1607
Lewis Asset Management
California
$1.27M
ECA
1608
Elevated Capital Advisors
Utah
$1.27M
CWM
1609
Chesapeake Wealth Management
Virginia
$1.27M
SIAG
1610
Safeguard Investment Advisory Group
California
$1.26M
OAM
1611
Oak Asset Management
California
$1.26M
CNFG
1612
Creegan & Nassoura Financial Group
New Hampshire
$1.26M
ERWM
1613
Elk River Wealth Management
Colorado
$1.26M
GCP
1614
Guardian Capital (Pennsylvania)
Pennsylvania
$1.25M
DCM
1615
DGS Capital Management
New Jersey
$1.25M
CP
1616
Canopy Partners
Ohio
$1.25M
RC
1617
Rovin Capital
Arizona
$1.25M
NRC
1618
New Republic Capital
North Carolina
$1.25M
WWM
1619
Whalen Wealth Management
Nevada
$1.25M
FM
1620
Foster & Motley
Ohio
$1.24M
TA
1621
Townsend & Associates
Colorado
$1.24M
IA
1622
IFG Advisory
Georgia
$1.23M
GBT
1623
Grove Bank & Trust
Florida
$1.23M
NI
1624
NCP Inc
California
$1.23M
PWP
1625
Precedent Wealth Partners
Texas
$1.23M