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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
CCP
901
Clough Capital Partners
Massachusetts
$5.31M
BG
902
BDF Gestion
France
$5.3M
TCBWMS
903
Texas Capital Bank Wealth Management Services
Texas
$5.3M
DJSG
904
D.J. St. Germain
Massachusetts
$5.29M
MWM
905
Meridian Wealth Management
Kentucky
$5.29M
LCM
906
Liberty Capital Management
Michigan
$5.29M
CWM
907
Chemistry Wealth Management
New York
$5.29M
KCM
908
Kornitzer Capital Management
Kansas
$5.28M
GIC
909
Generali Investments CEE
Czech Republic
$5.28M
AWA
910
Acumen Wealth Advisors
Tennessee
$5.27M
BI
911
Ballast Inc
Kentucky
$5.26M
FMTC
912
Farmers & Merchants Trust Company
California
$5.24M
JWCA
913
J.W. Cole Advisors
Florida
$5.23M
BFM
914
Brooklands Fund Management
United Kingdom
$5.22M
GCC
915
Game Creek Capital
Massachusetts
$5.22M
DWM
916
Dakota Wealth Management
Florida
$5.2M
FTWA
917
Fifth Third Wealth Advisors
Ohio
$5.19M
MSWM
918
Mader & Shannon Wealth Management
Missouri
$5.16M
CW
919
CreativeOne Wealth
Kansas
$5.16M
IAN
920
Integrated Advisors Network
Texas
$5.15M
BCM
921
Buckhead Capital Management
Georgia
$5.13M
WPC
922
Wedmont Private Capital
Pennsylvania
$5.12M
TAM
923
Trillium Asset Management
Massachusetts
$5.12M
SWK
924
Stephen W. Kidder
$5.11M
PIMJS
925
PKO Investment Management Joint-Stock
Poland
$5.08M