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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
PJSIMP
851
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.95M
CI
852
Ceera Investments
Texas
$5.95M
TWM
853
Tradition Wealth Management
Minnesota
$5.94M
RC
854
Roundview Capital
New Jersey
$5.94M
GF
855
Gabelli Funds
New York
$5.91M
SAM
856
Smithbridge Asset Management
Pennsylvania
$5.9M
SP
857
Saranac Partners
$5.88M
SWM
858
Spire Wealth Management
Virginia
$5.87M
GT
859
Greenleaf Trust
Michigan
$5.87M
AGC
860
Alden Global Capital
Florida
$5.86M
PWP
861
Principle Wealth Partners
Connecticut
$5.84M
CNBTD
862
Citizens National Bank Trust Department
Mississippi
$5.79M
GS
863
GTS Securities
New York
$5.79M
ECP
864
Elwood Capital Partners
New York
$5.79M
BCM
865
Brookstone Capital Management
Illinois
$5.77M
WANY
866
Wealthspire Advisors (New York)
New York
$5.74M
AP
867
Americana Partners
Texas
$5.74M
FCM
868
Fieldview Capital Management
Michigan
$5.74M
CA
869
Clearstead Advisors
Ohio
$5.72M
B
870
Bellecapital
Switzerland
$5.72M
CK
871
Cohen Klingenstein
New York
$5.71M
HCM
872
Hodges Capital Management
Texas
$5.69M
GWWM
873
Great Waters Wealth Management
Minnesota
$5.68M
PCM
874
Penserra Capital Management
California
$5.67M
MK
875
MASTERINVEST Kapitalanlage
$5.65M