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UnitedHealth

3,245 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 385 funds opening new positions, 1,109 increasing their positions, 1,486 reducing their positions, and 210 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 (-$5.22B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,109 | Existing positions reduced: 1,486

Holders
3,245
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
$16.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAMF
376
BI Asset Management Fondsmaeglerselskab
Denmark
$36.7M
OWP
377
Obermeyer Wealth Partners
Colorado
$36.7M
P
378
&Partners
Tennessee
$36.1M
LWIC
379
Leith Wheeler Investment Counsel
British Columbia, Canada
$36M
CSIC
380
Clifford Swan Investment Counsel
California
$35.9M
EWM
381
Evercore Wealth Management
New York
$35.7M
CIC
382
Carnegie Investment Counsel
Ohio
$35.6M
CI
383
Conning Inc
Connecticut
$34.4M
SPIA
384
Steward Partners Investment Advisory
New York
$34.4M
TWC
385
TD Waterhouse Canada
Ontario, Canada
$34.3M
ACM
386
Aquatic Capital Management
Illinois
$34.3M
OPERF
387
Oregon Public Employees Retirement Fund
Oregon
$34.2M
William Blair & Company
388
William Blair & Company
Illinois
$34M
TG
389
TCW Group
California
$33.8M
SMFG
390
Sumitomo Mitsui Financial Group
Japan
$33.8M
JG
391
Jain Global
New York
$33.4M
SAM
392
Simplify Asset Management
Nevada
$32.9M
QCM
393
QRG Capital Management
Illinois
$32.9M
OIMU
394
Osmosis Investment Management UK
United Kingdom
$32.3M
Rafferty Asset Management
395
Rafferty Asset Management
New York
$32.2M
MOACM
396
Mutual of America Capital Management
New York
$32.1M
Mirae Asset Global ETFs Holdings
397
Mirae Asset Global ETFs Holdings
Hong Kong
$31.8M
Wealthfront Advisers
398
Wealthfront Advisers
California
$31.8M
SIA
399
Sit Investment Associates
Minnesota
$31.6M
PFPG
400
Pinnacle Financial Partners (Georgia)
Georgia
$31.4M