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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
SW
3451
SMART Wealth
Nebraska
CAG
3452
Centerpoint Advisory Group
Kansas
EMC
3453
Everest Management Corp
California
LAS
3454
LWM Advisory Services
Florida
AIMC
3455
Alley Investment Management Company
Illinois
AA
3456
Alesco Advisors
New York
LWM
3457
Liberty Wealth Management
California
HI
3458
Hudock Inc
Pennsylvania
FF
3459
Francis Financial
LCM
3460
Leisure Capital Management
California
NAM
3461
NTV Asset Management
West Virginia
JC
3462
JBGlobal.com
New York
DTC
3463
Davidson Trust Company
Washington
MCM
3464
Monument Capital Management
Virginia
D
3465
Dentgroup
Louisiana
PA
3466
Probity Advisors
Texas
PCMF
3467
Private Capital Management (Florida)
Florida
KFP
3468
Keener Financial Planning
Texas
TIM
3469
Tortoise Investment Management
New York
HIM
3470
Hillsdale Investment Management
Ontario, Canada
NC
3471
North Capital
Utah
EPW
3472
Evergreen Private Wealth
Colorado
PPA
3473
Painted Porch Advisors
California
UBP
3474
Union Bancaire Privee
Switzerland
TCM
3475
TruNorth Capital Management
Michigan