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UnitedHealth

3,293 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 413 funds opening new positions, 1,116 increasing their positions, 1,495 reducing their positions, and 212 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: $253B → $248B (-$5.17B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,116 | Existing positions reduced: 1,495

Holders
3,293
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
BO
2876
Bank OZK
Arkansas
$225K
PCMNC
2877
Piedmont Capital Management (North Carolina)
North Carolina
$225K
HDIM
2878
Hanson & Doremus Investment Management
Vermont
$225K
KBFS
2879
Kohmann Bosshard Financial Services
Ohio
$225K
LWA
2880
Lifelong Wealth Advisors
Minnesota
$224K
SC
2881
Stephenson & Company
California
$224K
DAS
2882
Daybright Advisory Services
Florida
$223K
OCPWS
2883
One Charles Private Wealth Services
Massachusetts
$223K
SFGM
2884
Stonebridge Financial Group (Missouri)
Missouri
$223K
IA
2885
IFC Advisors
California
$222K
HWA
2886
Heartwood Wealth Advisors
Virginia
$222K
SHA
2887
Seneca House Advisors
Virginia
$222K
SWA
2888
SOA Wealth Advisors
New York
$222K
TS
2889
TradeWell Securities
Indiana
$222K
TAP
2890
TSG Advice Partners
Ohio
$222K
PCM
2891
Princeton Capital Management
New Jersey
$221K
CASB
2892
Cape Ann Savings Bank
Massachusetts
$221K
ME
2893
McIlrath & Eck
Washington
$220K
SIC
2894
SJS Investment Consulting
Ohio
$220K
CWM
2895
Collaborative Wealth Management
Florida
$220K
BC
2896
Brio Consultants
California
$219K
DEM
2897
Disciplined Equity Management
Florida
$218K
AIA
2898
Accelerate Investment Advisors
California
$218K
IDA
2899
Intelligence Driven Advisers
California
$218K
EV
2900
EJMK Ventures
Illinois
$217K