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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
CCM
2426
Canal Capital Management
Virginia
$382K
FNA
2427
First National Advisers
Nebraska
$381K
EWA
2428
Evolution Wealth Advisors
Florida
$381K
G
2429
GenTrust
Florida
$381K
DS
2430
DRW Securities
Illinois
$381K
NL
2431
Navalign LLC
California
$379K
BW
2432
Balance Wealth
Ohio
$379K
AGWCA
2433
Annis Gardner Whiting Capital Advisors
Florida
$378K
BA
2434
Ballast Advisors
Minnesota
$377K
BP
2435
BCK Partners
New York
$377K
LIA
2436
LBMC Investment Advisors
Tennessee
$376K
SFG
2437
Sunburst Financial Group
Alabama
$376K
NWAG
2438
Net Worth Advisory Group
Utah
$375K
FWP
2439
Forefront Wealth Partners
Texas
$375K
AG
2440
AmeriFlex Group
Nevada
$375K
BBNB
2441
Baker Boyer National Bank
Washington
$375K
MA
2442
Maxele Advisors
Missouri
$375K
JAG
2443
Journey Advisory Group
Kentucky
$375K
IIA
2444
Integral Investment Advisors
California
$375K
PSCM
2445
Per Stirling Capital Management
Texas
$374K
PA
2446
PSI Advisors
Florida
$372K
HIS
2447
Harvest Investment Services
Illinois
$372K
BF
2448
bLong Financial
Tennessee
$371K
WKWM
2449
Walter & Keenan Wealth Management
Indiana
$368K
BOPW
2450
Brandywine Oak Private Wealth
Pennsylvania
$368K