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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
KWA
2126
Kellett Wealth Advisors
Ohio
$576K
NFP
2127
Narus Financial Partners
Utah
$576K
TCOTS
2128
Trust Company of the South
North Carolina
$576K
JTWM
2129
Jackson Thornton Wealth Management
Alabama
$575K
EW
2130
Element Wealth
Mississippi
$574K
DSC
2131
Duncker Streett & Co
Missouri
$572K
FFWA
2132
FRG Family Wealth Advisors
Washington
$572K
4WM
2133
44 Wealth Management
Oregon
$571K
WA
2134
Waddell & Associates
Tennessee
$571K
LA
2135
Lifeworks Advisors
Michigan
$570K
LJAC
2136
L.J. Altfest & Co
New York
$568K
RCA
2137
Ranch Capital Advisors
Florida
$566K
MIC
2138
Means Investment Company
Maine
$565K
PEA
2139
Park Edge Advisors
Ohio
$565K
BFG
2140
Birch Financial Group
New Hampshire
$565K
FSA
2141
Franklin Street Advisors
North Carolina
$565K
VBFP
2142
Valtinson Bruner Financial Planning
Minnesota
$564K
ML
2143
McAdam LLC
Pennsylvania
$564K
MMC
2144
Mizuho Markets Cayman
Cayman Islands
$563K
FWI
2145
Facet Wealth Inc
Maryland
$563K
FC
2146
Fairscale Capital
New Hampshire
$562K
MRI
2147
Mad River Investors
Massachusetts
$561K
MQWP
2148
Morey & Quinn Wealth Partners
Nebraska
$561K
CFG
2149
Copley Financial Group
California
$561K
JE
2150
Jacobs Equity
Utah
$559K