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UnitedHealth

3,245 hedge funds and large institutions have $248B invested in UnitedHealth in 2025 Q4 according to their latest regulatory filings, with 385 funds opening new positions, 1,109 increasing their positions, 1,486 reducing their positions, and 210 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: $253B → $248B (-$5.22B)

21% less funds holding in top 10

Funds holding in top 10: 9978 (-21)

25% less repeat investments, than reductions

Existing positions increased: 1,109 | Existing positions reduced: 1,486

Holders
3,245
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
$16.8B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
951
AlTi Global
New York
$4.65M
FRA
952
Frank Rimerman Advisors
California
$4.65M
ORAM
953
One River Asset Management
Connecticut
$4.64M
Kayne Anderson Rudnick Investment Management
954
Kayne Anderson Rudnick Investment Management
California
$4.63M
LP
955
LMR Partners
United Kingdom
$4.62M
DCM
956
Donaldson Capital Management
Indiana
$4.61M
FAMI
957
Fideuram Asset Management (Ireland)
$4.59M
KFS
958
Kurt F. Somerville
$4.53M
LPT
959
Legacy Private Trust
Wisconsin
$4.51M
AO
960
Allen Operations
New York
$4.5M
HW
961
Hancock Whitney
Mississippi
$4.49M
SIG
962
Sky Investment Group
Connecticut
$4.49M
SAM
963
Sectoral Asset Management
Quebec, Canada
$4.49M
SW
964
SVB Wealth
Massachusetts
$4.48M
NB
965
NBT Bank
New York
$4.46M
CPC
966
CFC Planning Company
Indiana
$4.45M
ECM
967
ExodusPoint Capital Management
New York
$4.45M
ACM
968
Aljian Capital Management
Nevada
$4.42M
WP
969
WealthShield Partners
North Carolina
$4.42M
SG
970
StoneX Group
New York
$4.41M
CWMK
971
Caliber Wealth Management (Kansas)
Kansas
$4.41M
DAS
972
Dynamic Advisor Solutions
Arizona
$4.4M
LIM
973
Leavell Investment Management
Alabama
$4.36M
PMWMG
974
Parr McKnight Wealth Management Group
Minnesota
$4.35M
BONST
975
Bank of Nova Scotia Trust
Ontario, Canada
$4.34M