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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
DWM
1901
Drive Wealth Management
Utah
$781K
BWP
1902
BSW Wealth Partners
Colorado
$781K
SIG
1903
Spinnaker Investment Group
California
$780K
CCG
1904
Chatham Capital Group
Georgia
$779K
AFA
1905
Alpha Financial Advisors
North Carolina
$779K
WMA
1906
West Michigan Advisors
Michigan
$777K
TWP
1907
Tempus Wealth Planning
California
$777K
AA
1908
Acorns Advisers
California
$776K
CWA
1909
Consilium Wealth Advisory
Texas
$775K
RWS
1910
Resolute Wealth Strategies
Mississippi
$774K
VCM
1911
Vivaldi Capital Management
Illinois
$772K
JGIA
1912
Jackson Grant Investment Advisers
Connecticut
$772K
CIP
1913
Convergence Investment Partners
Florida
$772K
CIM
1914
CIM Investment Management
Pennsylvania
$768K
LFA
1915
Legacy Financial Advisors
Kentucky
$766K
TP
1916
TritonPoint Partners
Maryland
$766K
NI
1917
Natural Investments
California
$766K
PPC
1918
Park Place Capital
Alabama
$765K
QWM
1919
Quadcap Wealth Management
Texas
$765K
SFG
1920
Sovereign Financial Group
Connecticut
$765K
DA
1921
Doliver Advisors
Texas
$764K
SIM
1922
Sentry Investment Management
Wisconsin
$764K
BIA
1923
Bigelow Investment Advisors
Maine
$761K
AAG
1924
Armstrong Advisory Group
Massachusetts
$760K
WWMCALLC
1925
Walser Wealth Management Company, A Ltd Liability Co
Florida
$760K