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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
PCMF
3476
Private Capital Management (Florida)
Florida
KFP
3477
Keener Financial Planning
Texas
TIM
3478
Tortoise Investment Management
New York
HIM
3479
Hillsdale Investment Management
Ontario, Canada
NC
3480
North Capital
Utah
EPW
3481
Evergreen Private Wealth
Colorado
PPA
3482
Painted Porch Advisors
California
UBP
3483
Union Bancaire Privee
Switzerland
TCM
3484
TruNorth Capital Management
Michigan
DWA
3485
Delos Wealth Advisors
Texas
GFWA
3486
Grey Fox Wealth Advisors
Delaware
CCM
3487
Cloud Capital Management
Washington
FLP
3488
Financial Life Planners
Arizona
CIR
3489
Clear Investment Research
Georgia
FDCP
3490
Foster Dykema Cabot & Partners
Massachusetts
PFA
3491
Pillar Financial Advisors
Kentucky
ABWM
3492
Alpine Bank Wealth Management
Colorado
KHC
3493
Koesten Hirschmann & Crabtree
Kansas
BC
3494
Bayforest Capital
United Kingdom
FWA
3495
Flagship Wealth Advisors
Massachusetts
HWA
3496
Heritage Wealth Advisors
Virginia
RWA
3497
Redmont Wealth Advisors
Illinois
NCM
3498
Northwest Capital Management
Oregon
FF
3499
Friedenthal Financial
New Jersey
JFG
3500
JDM Financial Group
Texas