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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
BWM
1751
Buckley Wealth Management
Nevada
$975K
EHC
1752
Everett Harris & Co
California
$975K
LCM
1753
Landscape Capital Management
New Jersey
$973K
TWM
1754
Tolleson Wealth Management
Texas
$973K
CAG
1755
Cypress Advisory Group
Arizona
$972K
RIG
1756
RiverFront Investment Group
Virginia
$971K
FMWA
1757
Forvis Mazars Wealth Advisors
Missouri
$970K
TCA
1758
Transcend Capital Advisors
New Jersey
$964K
BWM
1759
BCS Wealth Management
Tennessee
$961K
BFWA
1760
Benchmark Financial Wealth Advisors
Florida
$959K
AAA
1761
Andrews Advisory Associates
Hawaii
$958K
TF
1762
TLWM Financial
Texas
$956K
PWM
1763
Prentice Wealth Management
New York
$953K
CANC
1764
Culbertson A N & Co
Virginia
$952K
LWM
1765
LJI Wealth Management
Indiana
$952K
LF
1766
Lee Financial
Texas
$949K
SI
1767
Saxon Interests
Texas
$949K
BIM
1768
Baldwin Investment Management
Pennsylvania
$949K
BFW
1769
Brady Family Wealth
Missouri
$942K
SP
1770
SmartHarvest Portfolios
Washington
$942K
CCA
1771
Cravens & Co Advisors
Tennessee
$941K
III
1772
Independent Investors Inc
New York
$939K
MFG
1773
Monte Financial Group
Connecticut
$939K
TPI
1774
Trust Point Inc
Wisconsin
$935K
VRM
1775
Vectors Research Management
New York
$935K