UNH icon

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
VAM
2601
Verity Asset Management
North Carolina
$305K
MC
2602
Matisse Capital
Oregon
$305K
SCM
2603
Silvant Capital Management
Georgia
$304K
LI
2604
Lafayette Investments
Maryland
$303K
SAM
2605
Satovsky Asset Management
New York
$303K
CCM
2606
Coerente Capital Management
Ontario, Canada
$302K
PTFIS
2607
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$301K
KPWG
2608
KFA Private Wealth Group
Virginia
$301K
EWS
2609
Eagle Wealth Strategies
New Jersey
$301K
SFC
2610
Swisher Financial Concepts
Ohio
$300K
JWS
2611
Juncture Wealth Strategies
Arizona
$300K
CFD
2612
Creative Financial Designs
Indiana
$299K
PRP
2613
Peak Retirement Planning
Ohio
$299K
LWP
2614
LeClair Wealth Partners
Ohio
$299K
CYG
2615
Clean Yield Group
Vermont
$298K
IW
2616
Instrumental Wealth
Florida
$298K
TSW
2617
Three Seasons Wealth
Utah
$298K
WB
2618
Webster Bank
Connecticut
$298K
FMP
2619
Financial Management Professionals
Texas
$298K
CFP
2620
Cypress Financial Planning
New Jersey
$298K
DWM
2621
Darwin Wealth Management
Florida
$298K
SIM
2622
SSI Investment Management
California
$297K
JC
2623
JBF Capital
Colorado
$297K
EP
2624
Elkhorn Partners
Nebraska
$297K
RFS
2625
Richardson Financial Services
Massachusetts
$295K