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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
AM
876
AGF Management
Ontario, Canada
$5.62M
IWA
877
Icon Wealth Advisors
Texas
$5.62M
BB
878
Busey Bank
Illinois
$5.62M
TCWA
879
Turtle Creek Wealth Advisors
Texas
$5.61M
LNB
880
Ledyard National Bank
$5.59M
BEC
881
Blue Edge Capital
Virginia
$5.55M
MA
882
Mutual Advisors
Nebraska
$5.54M
CIG
883
Consolidated Investment Group
Colorado
$5.53M
BP
884
Ballentine Partners
Massachusetts
$5.52M
DIM
885
DC Investments Management
Virginia
$5.51M
PFA
886
Pure Financial Advisors
California
$5.51M
IAIM
887
International Assets Investment Management
Florida
$5.5M
SSWM
888
Smith Salley Wealth Management
North Carolina
$5.49M
SSG
889
Summit Securities Group
New York
$5.48M
BAM
890
Bell Asset Management
Australia
$5.48M
WSFS
891
Wilmington Savings Fund Society
Delaware
$5.46M
NC
892
Nicholas Company
Wisconsin
$5.46M
WC
893
Winmill & Co
New York
$5.44M
SC
894
Stolper & Co
Oklahoma
$5.38M
ACP
895
Aviance Capital Partners
Florida
$5.37M
BWM
896
Bulltick Wealth Management
Florida
$5.36M
MAS
897
Meeder Advisory Services
Ohio
$5.36M
IWC
898
Integrated Wealth Concepts
Massachusetts
$5.33M
BFC
899
Blue Fin Capital
Rhode Island
$5.32M
CWM
900
Chronos Wealth Management
Florida
$5.32M