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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
GBWM
2401
Granite Bay Wealth Management
New Hampshire
$395K
PA
2402
Persium Advisors
Georgia
$395K
WRPWM
2403
Werba Rubin Papier Wealth Management
California
$395K
OFW
2404
Omnia Family Wealth
Florida
$392K
HAIM
2405
Hunter Associates Investment Management
Pennsylvania
$392K
EBSAM
2406
Eubel Brady & Suttman Asset Management
Ohio
$392K
CIA
2407
Caerus Investment Advisors
Texas
$392K
MW
2408
Members Wealth
Pennsylvania
$391K
TSMHT
2409
Thurston Springer Miller Herd & Titak
Indiana
$391K
WSA
2410
Wealth Science Advisors
Georgia
$390K
IRC
2411
Investors Research Corp
Georgia
$390K
MSWM
2412
McGlone Suttner Wealth Management
Wisconsin
$389K
WP
2413
WealthPLAN Partners
Nebraska
$389K
JWM
2414
Jeppson Wealth Management
California
$388K
ACM
2415
Armbruster Capital Management
New York
$388K
KC
2416
Karras Company
Utah
$388K
CFFP
2417
Center for Financial Planning
Michigan
$388K
MCWS
2418
McKinley Carter Wealth Services
West Virginia
$386K
MWA
2419
MN Wealth Advisors
Kansas
$385K
CFS
2420
Commonwealth Financial Services
West Virginia
$384K
COCM
2421
Charter Oak Capital Management
New Hampshire
$384K
WAM
2422
Worth Asset Management
Texas
$384K
NFA
2423
Northern Financial Advisors
Michigan
$384K
USWIA
2424
UP Strategic Wealth Investment Advisors
Pennsylvania
$383K
MIM
2425
Macroview Investment Management
Maryland
$383K