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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
OCM
2876
Orleans Capital Management
Louisiana
$215K
GCIA
2877
Gabelli & Co Investment Advisers
New York
$215K
ADMI
2878
Albert D. Mason Inc
Massachusetts
$215K
CSA
2879
Cottage Street Advisors
Massachusetts
$215K
HFS
2880
Hopwood Financial Services
Virginia
$214K
IWA
2881
IVC Wealth Advisors
Pennsylvania
$214K
NG
2882
Northstar Group
New York
$214K
NHT
2883
New Hampshire Trust
New Hampshire
$214K
W
2884
Wealthquest
Ohio
$214K
LWANC
2885
Laurel Wealth Advisors (North Carolina)
North Carolina
$213K
EWA
2886
Etesian Wealth Advisors
Oregon
$213K
AW
2887
Avion Wealth
Texas
$212K
IFPL
2888
Investments & Financial Planning LLC
Kentucky
$212K
GAM
2889
Gould Asset Management
California
$211K
CG
2890
Corundum Group
Colorado
$210K
AFGAS
2891
Allegiance Financial Group Advisory Services
Virginia
$209K
CWM
2892
Challenger Wealth Management
California
$209K
AWA
2893
ARQ Wealth Advisors
Arizona
$209K
OBWG
2894
Onyx Bridge Wealth Group
New York
$208K
FPW
2895
Fairvoy Private Wealth
Alabama
$208K
CIC
2896
Crawford Investment Counsel
Georgia
$208K
CCA
2897
Cora Capital Advisors
New Jersey
$207K
IAS
2898
Investment Advisory Services
Texas
$207K
MPW
2899
MGO Private Wealth
California
$207K
WA
2900
WestEnd Advisors
North Carolina
$207K