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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
PHAM
2501
Palisades Hudson Asset Management
Florida
$346K
4A
2502
4Wealth Advisors
Illinois
$345K
HIS
2503
Horizon Investment Services
Indiana
$345K
AFA
2504
Antonelli Financial Advisors
Michigan
$345K
AIA
2505
Arbor Investment Advisors
North Carolina
$345K
OWM
2506
OneAscent Wealth Management
Alabama
$345K
CFO
2507
Custos Family Office
Texas
$344K
SEP
2508
Signature Equity Partners
Ohio
$343K
RAM
2509
Reflection Asset Management
South Carolina
$343K
DDPIC
2510
Deroy & Devereaux Private Investment Counsel
Michigan
$343K
TIA
2511
Traphagen Investment Advisors
New Jersey
$343K
AFG
2512
Altiora Financial Group
Ohio
$343K
AFC
2513
Avise Financial Cooperative
California
$342K
WCFA
2514
Walkner Condon Financial Advisors
Wisconsin
$342K
KOC
2515
Koss-Olinger Consulting
Florida
$341K
CSC
2516
Caldwell Sutter Capital
California
$340K
CCG
2517
Catalina Capital Group
California
$340K
SF
2518
SWP Financial
California
$339K
WFL
2519
Wealth Forward LLC
North Dakota
$338K
OFG
2520
Oxford Financial Group
Indiana
$338K
PCM
2521
Polymer Capital Management
New York
$338K
FCM
2522
Fogel Capital Management
Florida
$337K
AWF
2523
Alpha Wealth Funds
Utah
$337K
FCM
2524
Fire Capital Management
California
$336K
UCB
2525
United Community Bank
South Carolina
$336K