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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
PIM
826
Plato Investment Management
Australia
$6.39M
BIA
827
Biondo Investment Advisors
Pennsylvania
$6.38M
TM
828
Taproot Management
New York
$6.36M
EW
829
Evoke Wealth
California
$6.33M
EI
830
EFG International
$6.29M
FIA
831
Foundations Investment Advisors
Arizona
$6.28M
RCM
832
RNC Capital Management
California
$6.27M
HIP
833
HUB Investment Partners
Texas
$6.25M
AWM
834
Axxcess Wealth Management
California
$6.24M
AFP
835
Ausdal Financial Partners
Iowa
$6.23M
PA
836
Profund Advisors
Maryland
$6.2M
WCM
837
Wedge Capital Management
North Carolina
$6.15M
GI
838
GAMMA Investing
California
$6.15M
SAS
839
Stelac Advisory Services
New York
$6.14M
MJP
840
Michael J. Puzo
$6.12M
ACM
841
Alta Capital Management
Utah
$6.11M
MIA
842
MMBG Investment Advisors
Florida
$6.06M
VWM
843
Venturi Wealth Management
Texas
$6.05M
RS
844
Robeco Schweiz
Switzerland
$6.03M
YIA
845
YHB Investment Advisors
Connecticut
$6.02M
HVIA
846
Hudson Valley Investment Advisors
New York
$6M
ECM
847
Evergreen Capital Management
Washington
$5.99M
VIA
848
Victrix Investment Advisors
Florida
$5.99M
B
849
Bensler
Washington
$5.97M
SCA
850
Stokes Capital Advisors
South Carolina
$5.96M