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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
HCWM
2826
Hidden Cove Wealth Management
Washington
$231K
HBS
2827
Howard Bailey Securities
Indiana
$230K
HPC
2828
Hobart Private Capital
North Carolina
$230K
AFM
2829
Abbot Financial Management
Massachusetts
$230K
BG
2830
Bollard Group
Massachusetts
$229K
RAM
2831
RWC Asset Management
United Kingdom
$228K
ACA
2832
Affinity Capital Advisors
California
$228K
SC
2833
Seldon Capital
California
$227K
IA
2834
Invested Advisors
Pennsylvania
$226K
FFBTD
2835
First Financial Bank - Trust Division
Ohio
$226K
C1AG
2836
Client 1st Advisory Group
Florida
$226K
CFA
2837
CWS Financial Advisors
Michigan
$226K
AIA
2838
Allied Investment Advisors
Montana
$226K
BO
2839
Bank OZK
Arkansas
$225K
PCMNC
2840
Piedmont Capital Management (North Carolina)
North Carolina
$225K
HDIM
2841
Hanson & Doremus Investment Management
Vermont
$225K
KBFS
2842
Kohmann Bosshard Financial Services
Ohio
$225K
LWA
2843
Lifelong Wealth Advisors
Minnesota
$224K
SC
2844
Stephenson & Company
California
$224K
DAS
2845
Daybright Advisory Services
Florida
$223K
OCPWS
2846
One Charles Private Wealth Services
Massachusetts
$223K
SFGM
2847
Stonebridge Financial Group (Missouri)
Missouri
$223K
IA
2848
IFC Advisors
California
$222K
HWA
2849
Heartwood Wealth Advisors
Virginia
$222K
SHA
2850
Seneca House Advisors
Virginia
$222K