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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
WLIM
2101
White Lighthouse Investment Management
Massachusetts
$600K
EWM
2102
Elevation Wealth Management
Minnesota
$597K
WWC
2103
Waypoint Wealth Counsel
Georgia
$597K
CCG
2104
Coastwise Capital Group
California
$596K
PCMM
2105
Piedmont Capital Management (Montana)
Montana
$596K
KA
2106
Klingman & Associates
New York
$596K
FP
2107
Factorial Partners
New York
$594K
EA
2108
Everpar Advisors
Oklahoma
$590K
CWS
2109
Cypress Wealth Services
California
$588K
FTC
2110
Farmers Trust Company
Ohio
$588K
FFP
2111
Freedom Financial Partners
Minnesota
$587K
SC
2112
Sierra Capital
Florida
$587K
WAS
2113
Winch Advisory Services
Wisconsin
$587K
ACA
2114
Atlas Capital Advisors
Wyoming
$587K
PCA
2115
Prosperity Capital Advisors
Ohio
$586K
CH
2116
Cromwell Holdings
Wyoming
$584K
1SB
2117
1ST Source Bank
Indiana
$584K
SPAS
2118
Spectrum Planning & Advisory Services
California
$583K
BBWA
2119
Bell & Brown Wealth Advisors
California
$579K
SPWG
2120
Sage Private Wealth Group
Illinois
$579K
WDC
2121
Woodward Diversified Capital
California
$579K
MPCL
2122
My Personal CFO LLC
Washington
$579K
BC
2123
Broadwater Capital
Massachusetts
$579K
MWM
2124
Manske Wealth Management
Texas
$578K
WCG
2125
Weaver Consulting Group
California
$577K