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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
WMA
2326
Wealth Management Associates
New Jersey
$436K
AWM
2327
Aviso Wealth Management
Washington
$435K
FCAS
2328
First Command Advisory Services
Texas
$435K
MCC
2329
Malaga Cove Capital
California
$434K
API
2330
Asset Planning Inc
California
$434K
NCM
2331
Northside Capital Management
Oregon
$433K
TGAM
2332
TBH Global Asset Management
Tennessee
$433K
RFG
2333
RFP Financial Group
Georgia
$433K
EPI
2334
Eddie Patel Inc
Illinois
$433K
BW
2335
Blalock Williams
Alabama
$432K
CC
2336
Cypress Capital
Tennessee
$431K
PIM
2337
Profit Investment Management
Maryland
$430K
PNC
2338
Park National Corp
Ohio
$430K
PPWM
2339
Paragon Private Wealth Management
Kentucky
$429K
BLC
2340
Brown, Lisle/Cummings
Rhode Island
$429K
THL
2341
Tillman Hartley LLC
Colorado
$429K
PL
2342
PeakShares LLC
Florida
$429K
LA
2343
Legacy Advisors
Pennsylvania
$428K
FFA
2344
Frazier Financial Advisors
Ohio
$428K
BF
2345
Brucke Financial
Indiana
$428K
NF
2346
NavPoint Financial
Minnesota
$427K
HWMO
2347
Heritage Wealth Management (Ohio)
Ohio
$427K
SC
2348
Steph & Co
Wisconsin
$427K
IA
2349
IMZ Advisory
Florida
$426K
SWGC
2350
Summit Wealth Group (Colorado)
Colorado
$426K