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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
MAM
926
Morse Asset Management
Connecticut
$5.08M
GRP
927
Global Retirement Partners
California
$5.07M
SWM
928
Segment Wealth Management
Texas
$5.06M
AIP
929
Ameritas Investment Partners
Nebraska
$5.06M
AIA
930
AIMZ Investment Advisors
California
$5.06M
GLF
931
Groupe la Francaise
France
$5.03M
O
932
Ossiam
France
$5.03M
S
933
SimplyRich
California
$5.02M
MWM
934
Mission Wealth Management
California
$5M
SPC
935
Sigma Planning Corp
Michigan
$4.99M
KCPT
936
Kingstone Capital Partners Texas
Texas
$4.96M
OCM
937
Olstein Capital Management
New York
$4.95M
BRWA
938
B. Riley Wealth Advisors
Florida
$4.94M
LAM
939
Lynch Asset Management
Pennsylvania
$4.94M
GCA
940
Greenwood Capital Associates
South Carolina
$4.88M
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.85M
GIA
942
GHP Investment Advisors
Colorado
$4.85M
GP
943
Guardian Partners
Canada
$4.83M
LW
944
Linscomb Wealth
Texas
$4.78M
ANTB
945
AMG National Trust Bank
Colorado
$4.73M
SC
946
Sepio Capital
Utah
$4.72M
MC
947
Machina Capital
France
$4.71M
WIM
948
WealthPlan Investment Management
Nebraska
$4.69M
LSPW
949
Lake Street Private Wealth
Illinois
$4.68M
HWAM
950
Hennion & Walsh Asset Management
New Jersey
$4.68M