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UnitedHealth

3,247 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,111 increasing their positions, 1,485 reducing their positions, and 211 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: $254B → $248B (-$5.75B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,111 | Existing positions reduced: 1,485

Holders
3,247
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
ACIM
726
Azimuth Capital Investment Management
Michigan
$8.57M
PAS
727
Park Avenue Securities
New York
$8.56M
AAS
728
Annex Advisory Services
Wisconsin
$8.51M
NAS
729
NWF Advisory Services
California
$8.46M
SCM
730
SOL Capital Management
Maryland
$8.41M
IA
731
IFP Advisors
Florida
$8.4M
FC
732
Fulcrum Capital
Washington
$8.39M
GH
733
GAM Holding
Switzerland
$8.33M
MASUI
734
MIRAE ASSET SECURITIES (USA) INC.
New York
$8.31M
HJGA
735
Hardman Johnston Global Advisors
Connecticut
$8.29M
OPCM
736
Osborne Partners Capital Management
California
$8.25M
PCA
737
Private Capital Advisors
Connecticut
$8.25M
GIM
738
Goelzer Investment Management
Indiana
$8.25M
MCP
739
Mirador Capital Partners
California
$8.24M
PTB
740
Pioneer Trust Bank
Oregon
$8.23M
CCFCSB
741
Cape Cod Five Cents Savings Bank
Massachusetts
$8.22M
WF
742
WoodTrust Financial
Wisconsin
$8.21M
WC
743
Westerkirk Capital
$8.2M
AMI
744
Amica Mutual Insurance
Rhode Island
$8.18M
BDL
745
Banque de Luxembourg
Luxembourg
$8.16M
SG
746
Sienna Gestion
France
$8.14M
SAM
747
Securian Asset Management
Minnesota
$8.13M
WIM
748
Wiregrass Investment Management
Georgia
$8.11M
VM
749
Venator Management
Pennsylvania
$8.11M
TFA
750
Toth Financial Advisory
Virginia
$8.09M