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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
OC
1026
Opal Capital
Florida
$3.86M
HAS
1027
HBW Advisory Services
California
$3.84M
FPCL
1028
FLAX POND CAPITAL, LLC
Massachusetts
$3.84M
BIM
1029
Brentview Investment Management
Illinois
$3.83M
PA
1030
Procyon Advisors
Connecticut
$3.8M
M
1031
MATAURO
New York
$3.79M
VVP
1032
Venture Visionary Partners
Ohio
$3.79M
MWA
1033
Meridian Wealth Advisors
Texas
$3.76M
WI
1034
Westbourne Investments
Virginia
$3.75M
ZI
1035
ZEGA Investments
Florida
$3.72M
FHA
1036
Flagship Harbor Advisors
Massachusetts
$3.72M
AC
1037
AlphaCore Capital
California
$3.72M
SWP
1038
Sagespring Wealth Partners
Tennessee
$3.72M
WBC
1039
West Branch Capital
Massachusetts
$3.71M
SAG
1040
SageView Advisory Group
California
$3.7M
JIP
1041
Jaffetilchin Investment Partners
Florida
$3.7M
ACM
1042
Aurdan Capital Management
Pennsylvania
$3.69M
BHWA
1043
Beacon Harbor Wealth Advisors
Virginia
$3.69M
PGCM
1044
Prescott Group Capital Management
Oklahoma
$3.69M
SCM
1045
Stevens Capital Management
Pennsylvania
$3.68M
GAG
1046
GM Advisory Group
New York
$3.67M
HCM
1047
Hilton Capital Management
New York
$3.66M
RIL
1048
Rothschild Investment LLC
Illinois
$3.66M
SAM
1049
Silvercrest Asset Management
New York
$3.66M
TWAI
1050
Tulsa Wealth Advisors, INC
Oklahoma
$3.65M