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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
AWG
2001
Altus Wealth Group
Colorado
$683K
CBA
2002
Coastal Bridge Advisors
Connecticut
$680K
YIM
2003
Yoffe Investment Management
Pennsylvania
$679K
TWM
2004
TopTier Wealth Management
Wisconsin
$678K
CBT
2005
Crews Bank & Trust
Florida
$678K
HWMG
2006
Harbour Wealth Management Group
South Carolina
$675K
NA
2007
Navellier & Associates
Nevada
$675K
SAM
2008
Secure Asset Management
Michigan
$674K
CBT
2009
CoreFirst Bank & Trust
Kansas
$673K
GLLW
2010
Graves Light Lenhart Wealth
Virginia
$673K
CAS
2011
Coppell Advisory Solutions
Texas
$672K
IF
2012
Intrua Financial
Texas
$672K
SAM
2013
Sawgrass Asset Management
Florida
$671K
TIA
2014
Tiemann Investment Advisors
California
$671K
IIA
2015
IPG Investment Advisors
California
$670K
MAM
2016
McLean Asset Management
Virginia
$670K
CAC
2017
Certified Advisory Corp
Florida
$669K
CFP
2018
Cascade Financial Partners
California
$669K
HA
2019
Huntleigh Advisors
Missouri
$669K
WIC
2020
Wilkins Investment Counsel
Massachusetts
$668K
M1FG
2021
Mach-1 Financial Group
Arkansas
$668K
CIM
2022
Cambria Investment Management
California
$666K
KWM
2023
KFG Wealth Management
Indiana
$666K
SVCP
2024
Silicon Valley Capital Partners
California
$663K
SIM
2025
Sterling Investment Management
Arizona
$663K