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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
AMG
2476
Asset Management Group
Connecticut
$354K
AIS
2477
Advocate Investing Services
Maryland
$353K
QL
2478
Quarry LP
New York
$353K
WCM
2479
WealthBridge Capital Management
Ohio
$352K
CWA
2480
Clarus Wealth Advisors
Arizona
$352K
IIC
2481
Integrated Investment Consultants
Michigan
$352K
PWM
2482
Provident Wealth Management
Tennessee
$352K
CJ
2483
Caitlin John
Michigan
$351K
AF
2484
Aldebaran Financial
$350K
IWM
2485
Iams Wealth Management
Nebraska
$350K
ISFAN
2486
Investor's Fiduciary Advisor Network
Washington
$350K
BWM
2487
BlackDiamond Wealth Management
New York
$350K
CWM
2488
CCG Wealth Management
California
$349K
QFA
2489
Quantum Financial Advisors
California
$349K
VDC
2490
Van Diest Capital
Iowa
$349K
MFF
2491
Michels Family Financial
Texas
$349K
FAG
2492
Fortitude Advisory Group
Washington
$349K
ABLA
2493
Alan B. Lancz & Associates
Ohio
$348K
BTWM
2494
Baker Tilly Wealth Management
Wisconsin
$348K
TC
2495
Tannin Capital
North Carolina
$348K
GIM
2496
Groesbeck Investment Management
New Jersey
$347K
WA
2497
Winter & Associates
Minnesota
$347K
DI
2498
Disciplined Investors
Texas
$347K
RWA
2499
River Wealth Advisors
Pennsylvania
$346K
NCTC
2500
New Covenant Trust Company
Indiana
$346K