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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
IC
1001
Immersion Capital
United Kingdom
$4.07M
MWM
1002
Modera Wealth Management
New Jersey
$4.07M
CHAM
1003
Clear Harbor Asset Management
Connecticut
$4.07M
LGWM
1004
Litman Gregory Wealth Management
California
$4.07M
ERIC
1005
Eagle Rock Investment Company
Georgia
$4.06M
TAM
1006
Titleist Asset Management
Texas
$4.03M
CF
1007
Centaurus Financial
California
$4.02M
TFA
1008
Teamwork Financial Advisors
Texas
$4.01M
LFP
1009
Leeward Financial Partners
Washington
$4M
WIS
1010
Wright Investors Service
Connecticut
$3.99M
HCM
1011
Huber Capital Management
California
$3.99M
SGH
1012
Sivik Global Healthcare
Connecticut
$3.96M
FPAS
1013
Focus Partners Advisor Solutions
Missouri
$3.95M
PI
1014
PFG Investments
New York
$3.93M
MCC
1015
Money Concepts Capital
Florida
$3.92M
AA
1016
ALPS Advisors
Colorado
$3.92M
BFG
1017
Berger Financial Group
Minnesota
$3.92M
TL
1018
Tradewinds LLC
North Carolina
$3.91M
BCB
1019
Brian C. Broderick
$3.91M
OAM
1020
Ostrum Asset Management
France
$3.91M
EARNEST Partners
1021
EARNEST Partners
Georgia
$3.9M
CWM
1022
Calamos Wealth Management
Illinois
$3.9M
PCP
1023
Pacific Capital Partners
$3.88M
PVI
1024
Pine Valley Investments
New Jersey
$3.87M
OC
1025
Opal Capital
Florida
$3.86M