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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
SFA
1726
Souders Financial Advisors
Ohio
$1.02M
CFM
1727
Comprehensive Financial Management
California
$1.01M
TNA
1728
True North Advisors
Texas
$1.01M
BW
1729
BIP Wealth
Georgia
$1.01M
WF
1730
Welch & Forbes
Massachusetts
$1.01M
QWP
1731
Quotient Wealth Partners
Texas
$1.01M
KFI
1732
Key Financial Inc
Pennsylvania
$1.01M
ISL
1733
Ingalls & Snyder LLC
New York
$1.01M
AFA
1734
AA Financial Advisors
Ohio
$1M
FWP
1735
FAS Wealth Partners
Kansas
$1M
CCA
1736
Childress Capital Advisors
Texas
$1M
AL
1737
Aspiriant LLC
California
$999K
VAG
1738
VisionPoint Advisory Group
Texas
$997K
PW
1739
Paladin Wealth
Minnesota
$997K
ACS
1740
Archford Capital Strategies
Illinois
$997K
PP
1741
Patron Partners
Texas
$995K
TCP
1742
TMB Capital Partners
Arkansas
$991K
LFA
1743
Laraway Financial Advisors
Minnesota
$990K
VSQM
1744
V-Square Quantitative Management
Illinois
$985K
MAC
1745
Mason & Associates (California)
California
$983K
SRS
1746
Strong Retirement Solutions
Washington
$983K
CA
1747
Continuum Advisory
Idaho
$983K
EGA
1748
E&G Advisors
Texas
$981K
SJIM
1749
St. Johns Investment Management
Florida
$977K
WPA
1750
West Paces Advisors
Georgia
$976K