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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
CWA
1926
Cornerstone Wealth Advisors
Minnesota
$759K
OFO
1927
OneAscent Family Office
Alabama
$759K
CPM
1928
Connective Portfolio Management
New York
$759K
SP
1929
Stonebrook Private
Michigan
$759K
RA
1930
Rational Advisors
New York
$758K
GCM
1931
Gladius Capital Management
Illinois
$754K
ACM
1932
Allred Capital Management
Texas
$753K
WCP
1933
Wealthcare Capital Partners
Pennsylvania
$753K
EAM
1934
Empirical Asset Management
Massachusetts
$752K
CFS
1935
CRA Financial Services
New Jersey
$752K
BFM
1936
Boothbay Fund Management
New York
$752K
CPA
1937
Cardiff Park Advisors
California
$745K
PI
1938
Pettee Investors
Connecticut
$744K
HTIM
1939
Harbour Trust & Investment Management
Indiana
$742K
SWA
1940
Strategies Wealth Advisors
Michigan
$742K
KCPG
1941
Kavar Capital Partners Group
Kansas
$741K
TBA
1942
Tower Bridge Advisors
Pennsylvania
$740K
AR
1943
Advisory Research
Illinois
$740K
SB
1944
Sunflower Bank
Texas
$736K
IWA
1945
Invera Wealth Advisors
Oregon
$735K
IA
1946
Inspire Advisors
Idaho
$735K
GWP
1947
Gateway Wealth Partners
Wisconsin
$735K
RFWL
1948
Redwood Family Wealth LLC
Texas
$734K
ACM
1949
Absolute Capital Management
Pennsylvania
$734K
FSA
1950
Financial Security Advisor
Virginia
$733K