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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
AWP
2176
Axis Wealth Partners
Rhode Island
$536K
PWG
2177
Portside Wealth Group
Utah
$535K
NPFS
2178
Novak & Powell Financial Services
Florida
$535K
IA
2179
Intellus Advisors
Florida
$535K
SIA
2180
Sage Investment Advisers
New York
$535K
RFP
2181
Root Financial Partners
California
$534K
HPIA
2182
Hamilton Point Investment Advisors
North Carolina
$533K
WF
2183
Womack Financial
Texas
$532K
BBP
2184
Banco BTG Pactual
Brazil
$531K
CFO
2185
CVA Family Office
Colorado
$529K
LWP
2186
LMG Wealth Partners
Louisiana
$528K
HA
2187
Harbor Advisors
Florida
$528K
RC
2188
Rexford Capital
Texas
$528K
BCL
2189
BDFS Capital LLC
Delaware
$527K
GSWM
2190
Golden State Wealth Management
California
$527K
HKAM
2191
Horizon Kinetics Asset Management
New York
$527K
SB
2192
SIG Brokerage
New York
$526K
4WM
2193
49 Wealth Management
Texas
$526K
HCA
2194
Heck Capital Advisors
Wisconsin
$525K
EW
2195
Elyxium Wealth
California
$523K
LCWP
2196
Legacy Capital Wealth Partners
Arkansas
$523K
CAM
2197
Columbia Asset Management
Michigan
$523K
AWS
2198
Alliance Wealth Strategies
Virginia
$519K
FNBSF
2199
First National Bank Sioux Falls
South Dakota
$518K
CAL
2200
Capital Advisors Ltd
Ohio
$517K