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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
HAG
2201
HF Advisory Group
Maryland
$517K
CB
2202
CNB Bank
Pennsylvania
$516K
JCM
2203
Jacobsen Capital Management
Utah
$516K
ACM
2204
AlphaStar Capital Management
North Carolina
$515K
ANC
2205
Ames National Corp
Iowa
$511K
V
2206
VeraBank
Texas
$509K
RPWA
2207
Regent Peak Wealth Advisors
Georgia
$507K
FWP
2208
Falcon Wealth Planning
California
$507K
GC
2209
Gilbert & Cook
Iowa
$507K
PWP
2210
Phillips Wealth Planners
Mississippi
$506K
FA
2211
Faithward Advisors
Pennsylvania
$506K
BOS
2212
Bank of Stockton
California
$504K
NRWA
2213
North Ridge Wealth Advisors
Oregon
$503K
TCM
2214
Traynor Capital Management
Pennsylvania
$501K
SFG
2215
SageGuard Financial Group
Tennessee
$501K
VCP
2216
Verus Capital Partners
Arizona
$500K
FG
2217
Fiduciary Group
Georgia
$500K
IRP
2218
Investment Research Partners
Pennsylvania
$498K
PAG
2219
Paladin Advisory Group
Iowa
$497K
BFA
2220
Buttonwood Financial Advisors
Maryland
$496K
CTC
2221
Corundum Trust Company
South Dakota
$495K
CC
2222
Corsicana & Co
Texas
$495K
BWM
2223
Buska Wealth Management
Wisconsin
$493K
EFSCE
2224
Enterprise Financial Services Corp (EFSC)
Missouri
$493K
QFW
2225
QTR Family Wealth
Florida
$491K