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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
AMPWP
3001
Alvarez & Marsal Private Wealth Partners
Florida
$150K
USB
3002
Union Savings Bank
Connecticut
$148K
RA
3003
Ransom Advisory
Rhode Island
$147K
BW
3004
Bravera Wealth
North Dakota
$146K
FFL
3005
Financial Freedom LLC
Ohio
$145K
PFO
3006
Pioneer Family Office
Florida
$145K
BTD
3007
BankPlus Trust Department
Mississippi
$143K
SNB
3008
Security National Bank
Nebraska
$141K
BT
3009
Banque Transatlantique
France
$141K
ISWM
3010
Intesa Sanpaolo Wealth Management
$140K
CSB
3011
City State Bank
Iowa
$138K
WPA
3012
Wealth Preservation Advisors
Tennessee
$135K
SFCL
3013
Strengthening Families & Communities LLC
Massachusetts
$135K
FCT
3014
First Community Trust
Iowa
$135K
TWD
3015
True Wealth Design
Ohio
$135K
KA
3016
Kozak & Associates
Colorado
$133K
EP
3017
Essential Partners
California
$133K
WPWM
3018
Western Pacific Wealth Management
Illinois
$131K
SHIM
3019
Stone House Investment Management
Pennsylvania
$129K
CWM
3020
Cranbrook Wealth Management
Michigan
$128K
WA
3021
WPG Advisers
Maryland
$125K
HC
3022
Hara Capital
Washington
$123K
KSB
3023
Kennebec Savings Bank
Maine
$122K
HTI
3024
Hikari Tsushin Inc
Japan
$120K
PCFFS
3025
Pacific Center for Financial Services
California
$119K