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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
RFA
2801
Rollins Financial Advisors
New York
$236K
GAM
2802
Gemmer Asset Management
California
$236K
WW
2803
Windle Wealth
Oklahoma
$235K
GSIAS
2804
Garden State Investment Advisory Services
New Jersey
$235K
PSP
2805
Principal Street Partners
Tennessee
$235K
VA
2806
Veratis Advisors
North Carolina
$235K
CFS
2807
Coordinated Financial Services
Colorado
$235K
PBO
2808
Peoples Bank (Ohio)
Ohio
$235K
FCIM
2809
Fairview Capital Investment Management
California
$234K
TBT
2810
Texas Bank & Trust
Texas
$234K
BWP
2811
Bernardo Wealth Planning
Pennsylvania
$233K
BWG
2812
Berry Wealth Group
Texas
$233K
WWG
2813
West Wealth Group
California
$233K
RF
2814
Rossby Financial
Florida
$233K
WF
2815
WealthPoint Financial
North Carolina
$233K
MSA
2816
Marino Stram & Associates
Massachusetts
$233K
AFG
2817
Allegheny Financial Group
Pennsylvania
$233K
AGC
2818
August Group Capital
$232K
BWM
2819
Birchcreek Wealth Management
Ohio
$232K
RWP
2820
Ridgecrest Wealth Partners
California
$232K
KCP
2821
Kera Capital Partners
California
$232K
WCA
2822
Whetstone Capital Advisors
Kansas
$232K
SFP
2823
Shepherd Financial Partners
Massachusetts
$232K
HWA
2824
HMV Wealth Advisors
Louisiana
$231K
BMC
2825
Beaton Management Company
Massachusetts
$231K