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UnitedHealth

3,284 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 408 funds opening new positions, 1,115 increasing their positions, 1,493 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 (-$5.07B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,115 | Existing positions reduced: 1,493

Holders
3,284
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
MAM
3401
Mainsail Asset Management
Alabama
WFMPM
3402
Woodley Farra Manion Portfolio Management
Indiana
SPWM
3403
Spartan Planning & Wealth Management
North Carolina
RFA
3404
ROI Financial Advisors
Oregon
TA
3405
Tactive Advisors
Florida
LIA
3406
Limestone Investment Advisors
New York
RAG
3407
RIA Advisory Group
Iowa
CCM
3408
Crabel Capital Management
California
MAM
3409
MMA Asset Management
Pennsylvania
KCFA
3410
Key Client Fiduciary Advisors
New Jersey
MP
3411
Moment Partners
California
KC
3412
Kinloch Capital
Virginia
FCB
3413
First County Bank
Connecticut
RLIM
3414
Red Lighthouse Investment Management
New York
LIA
3415
Lynx Investment Advisory
District of Columbia
EB
3416
Exchange Bank
California
RMC
3417
Ring Mountain Capital
California
CFAM
3418
Center For Asset Management
Florida
FA
3419
FDx Advisors
Illinois
JF
3420
JSF Financial
California
MSF
3421
Mustard Seed Financial
Arkansas
GSWM
3422
Greenup Street Wealth Management
Michigan
NWA
3423
New World Advisors
Massachusetts
FM
3424
Family Management
New York
BH
3425
Burk Holdings
Oklahoma